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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,596 | $88,996-88.1% | $78,004-86.4% | $138,895-92.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 18.50% | 28.03%-9.5pp | 31.07%-12.6pp | 145.39%-126.9pp |
| Employer contribution / active EE | $1,471 | $2,917-49.6% | $2,469-40.4% | $4,194-64.9% |
| Participant deferral / active EE | $2,663 | $4,724-43.6% | $4,092-34.9% | $6,396-58.4% |
| Admin fee / account holder | $145 | $8,807-98.4% | $7,578-98.1% | $12,562-98.8% |