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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,517 | $70,532-80.8% | $68,948-80.4% | $137,256-90.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 18.41% | 32.56%-14.1pp | 28.39%-10.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,636 | $4,355-16.5% | $4,165-12.7% | $4,156-12.5% |
| Participant deferral / active EE | $4,364 | $6,773-35.6% | $6,186-29.5% | $6,407-31.9% |
| Admin fee / account holder | $57 | $7,916-99.3% | $7,539-99.2% | $12,270-99.5% |