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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,521 | $61,166-59.9% | $185,849-86.8% | $79,391-69.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 14.36% | 19.45%-5.1pp | 122.10%-107.7pp | 116.88%-102.5pp |
| Employer contribution / active EE | $2,181 | $2,321-6.0% | $5,169-57.8% | $2,428-10.2% |
| Participant deferral / active EE | $2,114 | $2,789-24.2% | $5,569-62.0% | $4,046-47.8% |
| Admin fee / account holder | $5 | $710-99.3% | $16,244-100.0% | $627-99.2% |