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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,773 | $99,345-80.1% | $84,753-76.7% | $273,972-92.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.62% | 22.93%-10.3pp | 22.78%-10.2pp | 41.46%-28.8pp |
| Employer contribution / active EE | $2,483 | $4,214-41.1% | $3,574-30.5% | $4,869-49.0% |
| Participant deferral / active EE | $9,599 | $4,270+124.8% | $3,712+158.6% | $5,287+81.5% |
| Admin fee / account holder | $107 | $6,645-98.4% | $5,333-98.0% | $10,133-98.9% |