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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,587 | $93,064-81.1% | $74,577-76.4% | $273,972-93.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 11.50% | 26.18%-14.7pp | 20.47%-9.0pp | 41.46%-30.0pp |
| Employer contribution / active EE | $11,904 | $3,160+276.7% | $2,525+371.4% | $4,869+144.5% |
| Participant deferral / active EE | $6,175 | $4,160+48.4% | $3,458+78.6% | $5,287+16.8% |
| Admin fee / account holder | $190 | $5,273-96.4% | $4,138-95.4% | $10,133-98.1% |