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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,270 | $63,365-66.4% | $91,994-76.9% | $72,975-70.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 39.44% | 35.35%+4.1pp | 69.04%-29.6pp | 81.01%-41.6pp |
| Employer contribution / active EE | $1,867 | $2,116-11.7% | $3,453-45.9% | $2,440-23.5% |
| Participant deferral / active EE | $2,737 | $4,883-44.0% | $5,924-53.8% | $3,608-24.1% |
| Admin fee / account holder | $210 | $4,670-95.5% | $7,744-97.3% | $5,124-95.9% |