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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,140 | $99,345-80.7% | $84,753-77.4% | $273,972-93.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 14.43% | 22.93%-8.5pp | 22.78%-8.4pp | 41.46%-27.0pp |
| Employer contribution / active EE | $3,314 | $4,214-21.4% | $3,574-7.3% | $4,869-31.9% |
| Participant deferral / active EE | $8,260 | $4,270+93.5% | $3,712+122.5% | $5,287+56.2% |
| Admin fee / account holder | $23 | $6,645-99.7% | $5,333-99.6% | $10,133-99.8% |