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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,731 | $88,996-77.8% | $78,004-74.7% | $138,895-85.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 19.56% | 28.03%-8.5pp | 31.07%-11.5pp | 145.39%-125.8pp |
| Employer contribution / active EE | $4,602 | $2,917+57.8% | $2,469+86.4% | $4,194+9.7% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $4,092-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |