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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,066 | $106,588-77.4% | $94,215-74.5% | $155,188-84.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 21.35% | 29.39%-8.0pp | 28.22%-6.9pp | 148.84%-127.5pp |
| Employer contribution / active EE | $2,472 | $3,080-19.7% | $2,675-7.6% | $4,248-41.8% |
| Participant deferral / active EE | $3,633 | $4,802-24.4% | $4,276-15.0% | $6,531-44.4% |
| Admin fee / account holder | $0 | $12,281-100.0% | $10,216-100.0% | $14,480-100.0% |