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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,360 | $102,245-88.9% | $89,340-87.3% | $137,256-91.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.93% | 21.89%-3.0pp | 20.57%-1.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,482 | $2,529-41.4% | $2,231-33.6% | $4,156-64.3% |
| Participant deferral / active EE | $1,955 | $4,436-55.9% | $3,823-48.9% | $6,407-69.5% |
| Admin fee / account holder | $97 | $8,085-98.8% | $6,704-98.5% | $12,270-99.2% |