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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,592 | $90,728-75.1% | $86,279-73.8% | $138,895-83.7% |
| Participation rate | 100.0% | 81.0%+19.0pp | 78.7%+21.3pp | 79.9%+20.1pp |
| Annual return | 21.05% | 34.83%-13.8pp | 30.40%-9.4pp | 145.39%-124.3pp |
| Employer contribution / active EE | $4,223 | $4,974-15.1% | $4,663-9.4% | $4,194+0.7% |
| Participant deferral / active EE | $1,927 | $6,125-68.5% | $5,658-65.9% | $6,396-69.9% |
| Admin fee / account holder | $49 | $11,808-99.6% | $10,485-99.5% | $12,562-99.6% |