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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,759 | $153,311-85.2% | $109,313-79.2% | $273,972-91.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 9.55% | 29.86%-20.3pp | 22.07%-12.5pp | 41.46%-31.9pp |
| Employer contribution / active EE | $1,774 | $5,619-68.4% | $3,892-54.4% | $4,869-63.6% |
| Participant deferral / active EE | $5,772 | $3,932+46.8% | $3,166+82.3% | $5,287+9.2% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |