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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,480 | $107,809-89.4% | $97,032-88.2% | $155,188-92.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 17.00% | 38.06%-21.1pp | 35.38%-18.4pp | 148.84%-131.8pp |
| Employer contribution / active EE | $2,274 | $2,911-21.9% | $2,629-13.5% | $4,248-46.5% |
| Participant deferral / active EE | $2,901 | $5,129-43.4% | $4,672-37.9% | $6,531-55.6% |
| Admin fee / account holder | $238 | $10,717-97.8% | $9,418-97.5% | $14,480-98.4% |