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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,007 | $85,196-67.1% | $76,383-63.3% | $145,897-80.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 13.84% | 13.13%+0.7pp | 13.79%0pp | 552.29%-538.5pp |
| Employer contribution / active EE | $3,898 | $5,268-26.0% | $4,587-15.0% | $4,663-16.4% |
| Participant deferral / active EE | $4,654 | $6,386-27.1% | $5,474-15.0% | $6,689-30.4% |
| Admin fee / account holder | $75 | $5,786-98.7% | $5,147-98.5% | $13,390-99.4% |