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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,715 | $94,439-84.4% | $73,658-80.0% | $154,746-90.5% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 12.43% | 28.25%-15.8pp | 29.72%-17.3pp | 172.34%-159.9pp |
| Employer contribution / active EE | $2,251 | $1,257+79.1% | $1,032+118.1% | $4,379-48.6% |
| Participant deferral / active EE | $2,611 | $2,527+3.3% | $2,062+26.6% | $6,730-61.2% |
| Admin fee / account holder | $19 | $3,843-99.5% | $3,357-99.4% | $14,365-99.9% |