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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,006 | $88,996-85.4% | $78,004-83.3% | $138,895-90.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 13.22% | 28.03%-14.8pp | 31.07%-17.9pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,481 | $2,917-49.2% | $2,469-40.0% | $4,194-64.7% |
| Participant deferral / active EE | $2,928 | $4,724-38.0% | $4,092-28.4% | $6,396-54.2% |
| Admin fee / account holder | $149 | $8,807-98.3% | $7,578-98.0% | $12,562-98.8% |