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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,352 | $65,685-31.0% | $57,181-20.7% | $273,968-83.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 12.58% | 21.99%-9.4pp | 14.59%-2.0pp | 41.45%-28.9pp |
| Employer contribution / active EE | $14,138 | $3,279+331.2% | $2,682+427.1% | $4,869+190.4% |
| Participant deferral / active EE | $10,115 | $3,781+167.5% | $3,096+226.7% | $5,287+91.3% |
| Admin fee / account holder | $63 | $4,835-98.7% | $3,139-98.0% | $10,132-99.4% |