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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,485 | $110,212-77.8% | $96,534-74.6% | $139,466-82.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.75% | 26.42%-10.7pp | 25.88%-10.1pp | 373.66%-357.9pp |
| Employer contribution / active EE | $5,301 | $3,620+46.4% | $2,965+78.8% | $4,754+11.5% |
| Participant deferral / active EE | $2,928 | $5,547-47.2% | $4,851-39.6% | $6,712-56.4% |
| Admin fee / account holder | $241 | $11,599-97.9% | $8,253-97.1% | $11,409-97.9% |