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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,960 | $45,050-71.2% | $63,018-79.4% | $70,126-81.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 20.84% | 18.76%+2.1pp | 87.62%-66.8pp | 73.15%-52.3pp |
| Employer contribution / active EE | $3,169 | $2,052+54.5% | $2,761+14.8% | $2,343+35.3% |
| Participant deferral / active EE | $4,319 | $2,466+75.2% | $3,330+29.7% | $3,332+29.6% |
| Admin fee / account holder | $95 | $2,834-96.7% | $3,601-97.4% | $4,645-98.0% |