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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,758 | $37,156-63.0% | $83,854-83.6% | $86,983-84.2% |
| Participation rate | 95.2% | 49.1%+46.1pp | 59.1%+36.1pp | 69.5%+25.6pp |
| Annual return | 13.59% | 29.88%-16.3pp | 31.39%-17.8pp | 25.83%-12.2pp |
| Employer contribution / active EE | $3,374 | $661+410.6% | $1,017+231.7% | $2,584+30.6% |
| Participant deferral / active EE | $1,968 | $1,418+38.8% | $2,035-3.3% | $4,194-53.1% |
| Admin fee / account holder | $184 | $2,510-92.7% | $3,197-94.2% | $7,856-97.7% |