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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,181 | $45,041-73.0% | $63,003-80.7% | $70,131-82.6% |
| Participation rate | 96.7% | 69.5%+27.1pp | 74.8%+21.9pp | 69.5%+27.1pp |
| Annual return | 17.41% | 18.76%-1.4pp | 87.59%-70.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,503 | $2,052-26.7% | $2,760-45.5% | $2,342-35.8% |
| Participant deferral / active EE | $3,747 | $2,465+52.0% | $3,329+12.6% | $3,332+12.5% |
| Admin fee / account holder | $54 | $2,836-98.1% | $3,600-98.5% | $4,645-98.8% |