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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,120 | $107,809-77.6% | $97,032-75.1% | $155,188-84.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 22.40% | 38.06%-15.7pp | 35.38%-13.0pp | 148.84%-126.4pp |
| Employer contribution / active EE | $1,910 | $2,911-34.4% | $2,629-27.4% | $4,248-55.0% |
| Participant deferral / active EE | $4,728 | $5,129-7.8% | $4,672+1.2% | $6,531-27.6% |
| Admin fee / account holder | $152 | $10,717-98.6% | $9,418-98.4% | $14,480-99.0% |