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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,066 | $88,996-73.0% | $78,004-69.1% | $138,895-82.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 21.35% | 28.03%-6.7pp | 31.07%-9.7pp | 145.39%-124.0pp |
| Employer contribution / active EE | $2,472 | $2,917-15.2% | $2,469+0.1% | $4,194-41.1% |
| Participant deferral / active EE | $3,633 | $4,724-23.1% | $4,092-11.2% | $6,396-43.2% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |