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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,926 | $102,609-86.4% | $98,090-85.8% | $138,895-90.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 22.84% | 36.44%-13.6pp | 37.05%-14.2pp | 145.39%-122.6pp |
| Employer contribution / active EE | $2,892 | $3,867-25.2% | $3,606-19.8% | $4,194-31.1% |
| Participant deferral / active EE | $6,161 | $8,167-24.6% | $7,845-21.5% | $6,396-3.7% |
| Admin fee / account holder | $145 | $11,434-98.7% | $11,815-98.8% | $12,562-98.8% |