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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,986 | $115,225-77.4% | $100,712-74.2% | $138,895-81.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 25.61% | 40.35%-14.7pp | 33.27%-7.7pp | 145.39%-119.8pp |
| Employer contribution / active EE | $1,989 | $2,771-28.2% | $2,313-14.0% | $4,194-52.6% |
| Participant deferral / active EE | $3,874 | $4,699-17.6% | $4,085-5.2% | $6,396-39.4% |
| Admin fee / account holder | $34 | $10,844-99.7% | $9,256-99.6% | $12,562-99.7% |