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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,841 | $107,733-87.2% | $92,985-85.1% | $154,746-91.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 13.76% | 30.39%-16.6pp | 27.99%-14.2pp | 172.34%-158.6pp |
| Employer contribution / active EE | $3,839 | $3,126+22.8% | $2,662+44.2% | $4,379-12.3% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $129 | $11,369-98.9% | $9,463-98.6% | $14,365-99.1% |