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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,841 | $87,166-84.1% | $76,735-82.0% | $137,256-89.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 13.76% | 26.50%-12.7pp | 29.77%-16.0pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,839 | $2,904+32.2% | $2,454+56.4% | $4,156-7.6% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $129 | $8,403-98.5% | $7,189-98.2% | $12,270-98.9% |