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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,062 | $103,957-78.8% | $69,182-68.1% | $273,965-91.9% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 2.44% | 35.28%-32.8pp | -21.94%+24.4pp | 41.45%-39.0pp |
| Employer contribution / active EE | $2,287 | $1,781+28.4% | $1,205+89.8% | $4,869-53.0% |
| Participant deferral / active EE | $3,525 | $2,716+29.8% | $1,896+85.9% | $5,287-33.3% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |