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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,032 | $87,166-83.9% | $76,735-81.7% | $137,256-89.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 11.17% | 26.50%-15.3pp | 29.77%-18.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,672 | $2,904-42.4% | $2,454-31.9% | $4,156-59.8% |
| Participant deferral / active EE | $2,706 | $4,726-42.8% | $4,088-33.8% | $6,407-57.8% |
| Admin fee / account holder | $209 | $8,403-97.5% | $7,189-97.1% | $12,270-98.3% |