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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,572 | $153,311-72.2% | $109,313-61.1% | $273,972-84.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 23.71% | 29.86%-6.1pp | 22.07%+1.6pp | 41.46%-17.7pp |
| Employer contribution / active EE | $2,400 | $5,619-57.3% | $3,892-38.3% | $4,869-50.7% |
| Participant deferral / active EE | $24,000 | $3,932+510.4% | $3,166+657.9% | $5,287+353.9% |
| Admin fee / account holder | $200 | $8,076-97.5% | $5,666-96.5% | $10,133-98.0% |