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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,334 | $85,094-72.6% | $76,327-69.4% | $145,884-84.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 12.05% | 13.13%-1.1pp | 13.79%-1.7pp | 551.85%-539.8pp |
| Employer contribution / active EE | $8,762 | $5,261+66.5% | $4,584+91.2% | $4,662+87.9% |
| Participant deferral / active EE | $0 | $6,390-100.0% | $5,478-100.0% | $6,690-100.0% |
| Admin fee / account holder | $179 | $5,773-96.9% | $5,139-96.5% | $13,392-98.7% |