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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,987 | $99,345-82.9% | $84,753-80.0% | $273,972-93.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 24.51% | 22.93%+1.6pp | 22.78%+1.7pp | 41.46%-16.9pp |
| Employer contribution / active EE | $1,889 | $4,214-55.2% | $3,574-47.2% | $4,869-61.2% |
| Participant deferral / active EE | $5,313 | $4,270+24.4% | $3,712+43.1% | $5,287+0.5% |
| Admin fee / account holder | $27 | $6,645-99.6% | $5,333-99.5% | $10,133-99.7% |