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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,665 | $39,132-60.0% | $57,196-72.6% | $62,881-75.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 12.13% | 9.24%+2.9pp | 14.59%-2.5pp | 20.14%-8.0pp |
| Employer contribution / active EE | $1,978 | $1,874+5.5% | $2,683-26.3% | $2,281-13.3% |
| Participant deferral / active EE | $2,985 | $2,374+25.7% | $3,096-3.6% | $3,203-6.8% |
| Admin fee / account holder | $191 | $2,594-92.6% | $3,141-93.9% | $4,296-95.5% |