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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,953 | $117,433-80.5% | $99,475-76.9% | $152,897-85.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 28.46% | 31.87%-3.4pp | 30.72%-2.3pp | 345.43%-317.0pp |
| Employer contribution / active EE | $1,111 | $3,013-63.1% | $2,540-56.3% | $4,764-76.7% |
| Participant deferral / active EE | $4,230 | $4,086+3.5% | $3,619+16.9% | $5,851-27.7% |
| Admin fee / account holder | $292 | $7,634-96.2% | $6,252-95.3% | $11,599-97.5% |