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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,927 | $100,262-76.1% | $81,370-70.6% | $145,897-83.6% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 13.19% | 34.52%-21.3pp | 24.85%-11.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $2,394 | $2,979-19.6% | $2,464-2.8% | $4,663-48.7% |
| Participant deferral / active EE | $2,634 | $4,612-42.9% | $3,885-32.2% | $6,689-60.6% |
| Admin fee / account holder | $31 | $8,163-99.6% | $5,749-99.5% | $13,390-99.8% |