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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,994 | $107,809-78.7% | $97,032-76.3% | $155,188-85.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 21.74% | 38.06%-16.3pp | 35.38%-13.6pp | 148.84%-127.1pp |
| Employer contribution / active EE | $2,380 | $2,911-18.3% | $2,629-9.5% | $4,248-44.0% |
| Participant deferral / active EE | $2,975 | $5,129-42.0% | $4,672-36.3% | $6,531-54.5% |
| Admin fee / account holder | $57 | $10,717-99.5% | $9,418-99.4% | $14,480-99.6% |