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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,955 | $87,546-71.5% | $75,784-67.1% | $125,389-80.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 4.83% | 13.49%-8.7pp | 9.68%-4.8pp | 282.24%-277.4pp |
| Employer contribution / active EE | $4,431 | $3,930+12.7% | $3,323+33.3% | $4,866-8.9% |
| Participant deferral / active EE | $2,183 | $4,230-48.4% | $3,652-40.2% | $5,352-59.2% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |