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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,308 | $111,814-79.2% | $103,374-77.5% | $145,959-84.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.69% | 24.77%-8.1pp | 24.89%-8.2pp | 561.95%-545.3pp |
| Employer contribution / active EE | $4,156 | $4,214-1.4% | $3,869+7.4% | $4,661-10.8% |
| Participant deferral / active EE | $5,916 | $5,618+5.3% | $5,058+17.0% | $6,689-11.6% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |