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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,642 | $99,345-71.2% | $84,753-66.2% | $273,972-89.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.82% | 22.93%-11.1pp | 22.78%-11.0pp | 41.46%-29.6pp |
| Employer contribution / active EE | $4,582 | $4,214+8.7% | $3,574+28.2% | $4,869-5.9% |
| Participant deferral / active EE | $16,637 | $4,270+289.7% | $3,712+348.2% | $5,287+214.7% |
| Admin fee / account holder | $156 | $6,645-97.7% | $5,333-97.1% | $10,133-98.5% |