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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,972 | $103,387-78.7% | $87,102-74.8% | $152,885-85.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 28.41% | 28.10%+0.3pp | 28.19%+0.2pp | 345.39%-317.0pp |
| Employer contribution / active EE | $2,895 | $3,221-10.1% | $2,521+14.8% | $4,763-39.2% |
| Participant deferral / active EE | $7,005 | $4,778+46.6% | $4,048+73.0% | $5,851+19.7% |
| Admin fee / account holder | $0 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |