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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,049 | $112,729-84.9% | $98,716-82.7% | $137,256-87.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.94% | 38.48%-17.5pp | 31.81%-10.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,567 | $2,725-42.5% | $2,279-31.2% | $4,156-62.3% |
| Participant deferral / active EE | $3,604 | $4,640-22.3% | $4,048-11.0% | $6,407-43.7% |
| Admin fee / account holder | $9 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |