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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,982 | $103,164-84.5% | $90,259-82.3% | $154,746-89.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 17.98% | 19.25%-1.3pp | 18.88%-0.9pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,114 | $2,532-16.5% | $2,291-7.7% | $4,379-51.7% |
| Participant deferral / active EE | $4,453 | $4,422+0.7% | $3,827+16.4% | $6,730-33.8% |
| Admin fee / account holder | $4 | $8,593-100.0% | $7,267-99.9% | $14,365-100.0% |