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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,230 | $87,166-90.6% | $76,735-89.3% | $137,256-94.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.23% | 26.50%-8.3pp | 29.77%-11.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,838 | $2,904-36.7% | $2,454-25.1% | $4,156-55.8% |
| Participant deferral / active EE | $1,408 | $4,726-70.2% | $4,088-65.6% | $6,407-78.0% |
| Admin fee / account holder | $73 | $8,403-99.1% | $7,189-99.0% | $12,270-99.4% |