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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,032 | $107,733-87.0% | $92,985-84.9% | $154,746-90.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 11.17% | 30.39%-19.2pp | 27.99%-16.8pp | 172.34%-161.2pp |
| Employer contribution / active EE | $1,672 | $3,126-46.5% | $2,662-37.2% | $4,379-61.8% |
| Participant deferral / active EE | $2,706 | $5,053-46.5% | $4,377-38.2% | $6,730-59.8% |
| Admin fee / account holder | $209 | $11,369-98.2% | $9,463-97.8% | $14,365-98.5% |