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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,650 | $52,379-62.5% | $46,225-57.5% | $273,972-92.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 28.88% | 7.23%+21.7pp | 7.57%+21.3pp | 41.46%-12.6pp |
| Employer contribution / active EE | $3,575 | $4,226-15.4% | $3,424+4.4% | $4,869-26.6% |
| Participant deferral / active EE | $11,136 | $4,660+139.0% | $3,776+194.9% | $5,287+110.6% |
| Admin fee / account holder | $0 | $4,652-100.0% | $3,519-100.0% | $10,133-100.0% |