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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,571 | $111,814-78.9% | $103,374-77.2% | $145,959-83.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.40% | 24.77%-8.4pp | 24.89%-8.5pp | 561.95%-545.5pp |
| Employer contribution / active EE | $2,635 | $4,214-37.5% | $3,869-31.9% | $4,661-43.5% |
| Participant deferral / active EE | $3,792 | $5,618-32.5% | $5,058-25.0% | $6,689-43.3% |
| Admin fee / account holder | $140 | $9,754-98.6% | $8,394-98.3% | $13,398-99.0% |