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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,915 | $43,075-51.4% | $74,577-72.0% | $62,881-66.7% |
| Participation rate | 98.5% | 58.1%+40.4pp | 68.1%+30.4pp | 69.3%+29.2pp |
| Annual return | 8.34% | 17.50%-9.2pp | 20.47%-12.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $15,152 | $1,498+911.7% | $2,525+500.0% | $2,281+564.3% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $143 | $2,840-95.0% | $4,138-96.6% | $4,296-96.7% |