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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,558 | $48,078-63.5% | $78,676-77.7% | $62,881-72.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 11.47% | 31.36%-19.9pp | 62.19%-50.7pp | 20.14%-8.7pp |
| Employer contribution / active EE | $7,889 | $2,015+291.6% | $2,850+176.8% | $2,281+245.9% |
| Participant deferral / active EE | $1,233 | $2,587-52.4% | $3,517-64.9% | $3,203-61.5% |
| Admin fee / account holder | $236 | $3,206-92.6% | $4,510-94.8% | $4,296-94.5% |