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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,926 | $97,289-85.7% | $92,805-85.0% | $155,188-91.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 22.84% | 29.03%-6.2pp | 31.59%-8.8pp | 148.84%-126.0pp |
| Employer contribution / active EE | $2,892 | $3,632-20.4% | $3,424-15.5% | $4,248-31.9% |
| Participant deferral / active EE | $6,161 | $8,795-30.0% | $8,448-27.1% | $6,531-5.7% |
| Admin fee / account holder | $145 | $12,015-98.8% | $10,911-98.7% | $14,480-99.0% |