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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,656 | $99,345-82.2% | $84,753-79.2% | $273,972-93.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.79% | 22.93%-13.1pp | 22.78%-13.0pp | 41.46%-31.7pp |
| Employer contribution / active EE | $6,076 | $4,214+44.2% | $3,574+70.0% | $4,869+24.8% |
| Participant deferral / active EE | $4,820 | $4,270+12.9% | $3,712+29.8% | $5,287-8.8% |
| Admin fee / account holder | $196 | $6,645-97.1% | $5,333-96.3% | $10,133-98.1% |