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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,998 | $106,974-88.8% | $90,796-86.8% | $138,895-91.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 20.16% | 20.10%+0.1pp | 19.29%+0.9pp | 145.39%-125.2pp |
| Employer contribution / active EE | $2,280 | $2,609-12.6% | $2,294-0.6% | $4,194-45.6% |
| Participant deferral / active EE | $3,569 | $4,455-19.9% | $3,822-6.6% | $6,396-44.2% |
| Admin fee / account holder | $53 | $8,626-99.4% | $7,024-99.2% | $12,562-99.6% |