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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,323 | $99,345-79.5% | $84,753-76.0% | $273,972-92.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 17.71% | 22.93%-5.2pp | 22.78%-5.1pp | 41.46%-23.7pp |
| Employer contribution / active EE | $1,890 | $4,214-55.1% | $3,574-47.1% | $4,869-61.2% |
| Participant deferral / active EE | $6,809 | $4,270+59.5% | $3,712+83.4% | $5,287+28.8% |
| Admin fee / account holder | $72 | $6,645-98.9% | $5,333-98.6% | $10,133-99.3% |