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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,062 | $106,588-88.7% | $94,215-87.2% | $155,188-92.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 24.61% | 29.39%-4.8pp | 28.22%-3.6pp | 148.84%-124.2pp |
| Employer contribution / active EE | $2,062 | $3,080-33.0% | $2,675-22.9% | $4,248-51.4% |
| Participant deferral / active EE | $2,590 | $4,802-46.1% | $4,276-39.4% | $6,531-60.3% |
| Admin fee / account holder | $19 | $12,281-99.8% | $10,216-99.8% | $14,480-99.9% |