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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,315 | $46,599-69.3% | $64,101-77.7% | $75,173-81.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.13% | 26.06%-8.9pp | 33.72%-16.6pp | 160.72%-143.6pp |
| Employer contribution / active EE | $2,005 | $1,975+1.5% | $2,749-27.1% | $2,671-24.9% |
| Participant deferral / active EE | $1,990 | $2,837-29.9% | $3,881-48.7% | $4,126-51.8% |
| Admin fee / account holder | $149 | $2,956-95.0% | $3,070-95.1% | $5,651-97.4% |