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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,623 | $100,970-83.5% | $96,576-82.8% | $137,256-87.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.39% | 38.16%-16.8pp | 38.47%-17.1pp | 220.34%-199.0pp |
| Employer contribution / active EE | $4,095 | $3,809+7.5% | $3,553+15.2% | $4,156-1.5% |
| Participant deferral / active EE | $12,848 | $8,286+55.0% | $7,956+61.5% | $6,407+100.5% |
| Admin fee / account holder | $60 | $11,312-99.5% | $11,381-99.5% | $12,270-99.5% |