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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,382 | $93,064-84.5% | $74,577-80.7% | $273,972-94.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.61% | 26.18%-20.6pp | 20.47%-14.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $2,989 | $3,160-5.4% | $2,525+18.4% | $4,869-38.6% |
| Participant deferral / active EE | $8,272 | $4,160+98.8% | $3,458+139.2% | $5,287+56.5% |
| Admin fee / account holder | $68 | $5,273-98.7% | $4,138-98.4% | $10,133-99.3% |