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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,308 | $65,712-73.7% | $57,196-69.7% | $273,972-93.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 14.74% | 22.01%-7.3pp | 14.59%+0.1pp | 41.46%-26.7pp |
| Employer contribution / active EE | $3,837 | $3,280+17.0% | $2,683+43.0% | $4,869-21.2% |
| Participant deferral / active EE | $4,713 | $3,782+24.6% | $3,096+52.2% | $5,287-10.9% |
| Admin fee / account holder | $42 | $4,838-99.1% | $3,141-98.7% | $10,133-99.6% |