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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,792 | $103,164-89.5% | $90,259-88.0% | $154,746-93.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 9.03% | 19.25%-10.2pp | 18.88%-9.9pp | 172.34%-163.3pp |
| Employer contribution / active EE | $2,952 | $2,532+16.6% | $2,291+28.8% | $4,379-32.6% |
| Participant deferral / active EE | $4,462 | $4,422+0.9% | $3,827+16.6% | $6,730-33.7% |
| Admin fee / account holder | $160 | $8,593-98.1% | $7,267-97.8% | $14,365-98.9% |