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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,688 | $94,439-85.5% | $73,658-81.4% | $154,746-91.2% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 11.64% | 28.25%-16.6pp | 29.72%-18.1pp | 172.34%-160.7pp |
| Employer contribution / active EE | $1,952 | $1,257+55.2% | $1,032+89.1% | $4,379-55.4% |
| Participant deferral / active EE | $3,000 | $2,527+18.7% | $2,062+45.5% | $6,730-55.4% |
| Admin fee / account holder | $111 | $3,843-97.1% | $3,357-96.7% | $14,365-99.2% |