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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,462 | $53,596-63.7% | $90,657-78.5% | $64,173-69.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | 13.11% | 4.41%+8.7pp | 1.89%+11.2pp | 7.63%+5.5pp |
| Employer contribution / active EE | $1,621 | $1,503+7.9% | $2,532-36.0% | $2,381-31.9% |
| Participant deferral / active EE | $3,145 | $2,459+27.9% | $3,424-8.1% | $3,470-9.3% |
| Admin fee / account holder | $0 | $3,868-100.0% | $4,994-100.0% | $4,887-100.0% |