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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,006 | $87,166-85.1% | $76,735-83.1% | $137,256-90.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 13.22% | 26.50%-13.3pp | 29.77%-16.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,481 | $2,904-49.0% | $2,454-39.7% | $4,156-64.4% |
| Participant deferral / active EE | $2,928 | $4,726-38.0% | $4,088-28.4% | $6,407-54.3% |
| Admin fee / account holder | $149 | $8,403-98.2% | $7,189-97.9% | $12,270-98.8% |