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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,715 | $104,650-85.9% | $83,854-82.5% | $155,188-90.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 12.43% | 28.97%-16.5pp | 31.39%-19.0pp | 148.84%-136.4pp |
| Employer contribution / active EE | $2,251 | $1,196+88.2% | $1,017+121.3% | $4,248-47.0% |
| Participant deferral / active EE | $2,611 | $2,367+10.3% | $2,035+28.3% | $6,531-60.0% |
| Admin fee / account holder | $19 | $3,518-99.5% | $3,197-99.4% | $14,480-99.9% |