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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,062 | $88,996-86.4% | $78,004-84.5% | $138,895-91.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 24.61% | 28.03%-3.4pp | 31.07%-6.5pp | 145.39%-120.8pp |
| Employer contribution / active EE | $2,062 | $2,917-29.3% | $2,469-16.5% | $4,194-50.8% |
| Participant deferral / active EE | $2,590 | $4,724-45.2% | $4,092-36.7% | $6,396-59.5% |
| Admin fee / account holder | $19 | $8,807-99.8% | $7,578-99.8% | $12,562-99.9% |