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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,990 | $102,245-84.4% | $89,340-82.1% | $137,256-88.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.30% | 21.89%-9.6pp | 20.57%-8.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,383 | $2,529-45.3% | $2,231-38.0% | $4,156-66.7% |
| Participant deferral / active EE | $2,549 | $4,436-42.5% | $3,823-33.3% | $6,407-60.2% |
| Admin fee / account holder | $182 | $8,085-97.8% | $6,704-97.3% | $12,270-98.5% |