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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,841 | $106,588-87.0% | $94,215-85.3% | $155,188-91.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 13.76% | 29.39%-15.6pp | 28.22%-14.5pp | 148.84%-135.1pp |
| Employer contribution / active EE | $3,839 | $3,080+24.6% | $2,675+43.5% | $4,248-9.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $129 | $12,281-98.9% | $10,216-98.7% | $14,480-99.1% |