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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,564 | $107,809-82.8% | $97,032-80.9% | $155,188-88.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 22.93% | 38.06%-15.1pp | 35.38%-12.4pp | 148.84%-125.9pp |
| Employer contribution / active EE | $1,969 | $2,911-32.4% | $2,629-25.1% | $4,248-53.6% |
| Participant deferral / active EE | $8,438 | $5,129+64.5% | $4,672+80.6% | $6,531+29.2% |
| Admin fee / account holder | $156 | $10,717-98.5% | $9,418-98.3% | $14,480-98.9% |