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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,536 | $58,523-63.2% | $99,479-78.4% | $72,976-70.5% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 17.92% | 28.51%-10.6pp | 30.72%-12.8pp | 81.02%-63.1pp |
| Employer contribution / active EE | $11,041 | $1,512+630.2% | $2,540+334.6% | $2,440+352.5% |
| Participant deferral / active EE | $3,944 | $2,606+51.3% | $3,619+9.0% | $3,608+9.3% |
| Admin fee / account holder | $289 | $4,102-93.0% | $6,253-95.4% | $5,124-94.4% |