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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,781 | $99,345-76.1% | $84,753-71.9% | $273,972-91.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 19.26% | 22.93%-3.7pp | 22.78%-3.5pp | 41.46%-22.2pp |
| Employer contribution / active EE | $11,165 | $4,214+165.0% | $3,574+212.4% | $4,869+129.3% |
| Participant deferral / active EE | $8,387 | $4,270+96.4% | $3,712+126.0% | $5,287+58.6% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |