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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,984 | $112,729-87.6% | $98,716-85.8% | $137,256-89.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 23.99% | 38.48%-14.5pp | 31.81%-7.8pp | 220.34%-196.3pp |
| Employer contribution / active EE | $3,612 | $2,725+32.5% | $2,279+58.5% | $4,156-13.1% |
| Participant deferral / active EE | $1,786 | $4,640-61.5% | $4,048-55.9% | $6,407-72.1% |
| Admin fee / account holder | $37 | $10,129-99.6% | $8,703-99.6% | $12,270-99.7% |