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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,944 | $110,212-79.2% | $96,534-76.2% | $139,466-83.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 23.62% | 26.42%-2.8pp | 25.88%-2.3pp | 373.66%-350.0pp |
| Employer contribution / active EE | $2,929 | $3,620-19.1% | $2,965-1.2% | $4,754-38.4% |
| Participant deferral / active EE | $4,091 | $5,547-26.3% | $4,851-15.7% | $6,712-39.0% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |