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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,102 | $76,551-69.8% | $123,894-81.4% | $62,881-63.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 23.70% | 18.68%+5.0pp | 47.52%-23.8pp | 20.14%+3.6pp |
| Employer contribution / active EE | $2,026 | $2,882-29.7% | $4,617-56.1% | $2,281-11.2% |
| Participant deferral / active EE | $4,463 | $4,840-7.8% | $5,984-25.4% | $3,203+39.3% |
| Admin fee / account holder | $66 | $4,826-98.6% | $8,357-99.2% | $4,296-98.5% |