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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,561 | $135,956-81.2% | $123,894-79.4% | $273,972-90.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 28.38% | 56.63%-28.2pp | 47.52%-19.1pp | 41.46%-13.1pp |
| Employer contribution / active EE | $2,997 | $5,170-42.0% | $4,617-35.1% | $4,869-38.4% |
| Participant deferral / active EE | $4,040 | $6,343-36.3% | $5,984-32.5% | $5,287-23.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |