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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,066 | $107,733-77.7% | $92,985-74.1% | $154,746-84.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 21.35% | 30.39%-9.0pp | 27.99%-6.6pp | 172.34%-151.0pp |
| Employer contribution / active EE | $2,472 | $3,126-20.9% | $2,662-7.1% | $4,379-43.5% |
| Participant deferral / active EE | $3,633 | $5,053-28.1% | $4,377-17.0% | $6,730-46.0% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |