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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,929 | $61,605-66.0% | $112,273-81.4% | $75,173-72.2% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 20.96% | 28.47%-7.5pp | 30.23%-9.3pp | 160.72%-139.8pp |
| Employer contribution / active EE | $2,377 | $2,015+17.9% | $3,431-30.7% | $2,671-11.0% |
| Participant deferral / active EE | $4,845 | $3,108+55.9% | $4,800+1.0% | $4,126+17.4% |
| Admin fee / account holder | $277 | $4,862-94.3% | $7,752-96.4% | $5,651-95.1% |