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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,193 | $103,949-87.3% | $69,182-80.9% | $273,972-95.2% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 11.58% | 35.28%-23.7pp | -21.93%+33.5pp | 41.46%-29.9pp |
| Employer contribution / active EE | $1,607 | $1,783-9.9% | $1,206+33.2% | $4,869-67.0% |
| Participant deferral / active EE | $5,459 | $2,716+101.0% | $1,897+187.8% | $5,287+3.2% |
| Admin fee / account holder | $87 | $3,671-97.6% | $2,697-96.8% | $10,133-99.1% |