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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,967 | $115,225-89.6% | $100,712-88.1% | $138,895-91.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 20.35% | 40.35%-20.0pp | 33.27%-12.9pp | 145.39%-125.0pp |
| Employer contribution / active EE | $1,453 | $2,771-47.6% | $2,313-37.2% | $4,194-65.4% |
| Participant deferral / active EE | $4,109 | $4,699-12.6% | $4,085+0.6% | $6,396-35.8% |
| Admin fee / account holder | $142 | $10,844-98.7% | $9,256-98.5% | $12,562-98.9% |