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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,199 | $135,956-82.2% | $123,894-80.5% | $273,972-91.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 15.48% | 56.63%-41.1pp | 47.52%-32.0pp | 41.46%-26.0pp |
| Employer contribution / active EE | $4,464 | $5,170-13.6% | $4,617-3.3% | $4,869-8.3% |
| Participant deferral / active EE | $7,966 | $6,343+25.6% | $5,984+33.1% | $5,287+50.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |