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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,659 | $96,558-81.7% | $80,977-78.2% | $273,972-93.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 24.03% | 15.14%+8.9pp | 17.11%+6.9pp | 41.46%-17.4pp |
| Employer contribution / active EE | $3,346 | $4,869-31.3% | $3,715-9.9% | $4,869-31.3% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $123 | $7,493-98.4% | $5,517-97.8% | $10,133-98.8% |