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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,174 | $95,959-87.3% | $97,411-87.5% | $138,895-91.2% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 19.72% | 29.30%-9.6pp | 34.72%-15.0pp | 145.39%-125.7pp |
| Employer contribution / active EE | $2,000 | $4,278-53.3% | $4,210-52.5% | $4,194-52.3% |
| Participant deferral / active EE | $0 | $5,876-100.0% | $5,886-100.0% | $6,396-100.0% |
| Admin fee / account holder | $238 | $7,555-96.8% | $7,145-96.7% | $12,562-98.1% |