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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,689 | $138,312-72.8% | $122,979-69.4% | $155,188-75.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 9.04% | 22.06%-13.0pp | 20.12%-11.1pp | 148.84%-139.8pp |
| Employer contribution / active EE | $2,500 | $3,530-29.2% | $3,062-18.4% | $4,248-41.1% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $254 | $15,089-98.3% | $12,864-98.0% | $14,480-98.2% |