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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,852 | $117,444-82.2% | $99,479-79.0% | $152,909-86.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 23.14% | 31.87%-8.7pp | 30.72%-7.6pp | 345.46%-322.3pp |
| Employer contribution / active EE | $2,473 | $3,014-17.9% | $2,540-2.6% | $4,764-48.1% |
| Participant deferral / active EE | $4,928 | $4,086+20.6% | $3,619+36.2% | $5,851-15.8% |
| Admin fee / account holder | $17 | $7,635-99.8% | $6,253-99.7% | $11,601-99.9% |