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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,640 | $93,064-85.3% | $74,577-81.7% | $273,972-95.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 11.69% | 26.18%-14.5pp | 20.47%-8.8pp | 41.46%-29.8pp |
| Employer contribution / active EE | $2,666 | $3,160-15.6% | $2,525+5.6% | $4,869-45.2% |
| Participant deferral / active EE | $7,140 | $4,160+71.6% | $3,458+106.5% | $5,287+35.0% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |