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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,791 | $73,955-69.2% | $96,520-76.4% | $75,181-69.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 21.49% | 26.72%-5.2pp | 35.72%-14.2pp | 160.69%-139.2pp |
| Employer contribution / active EE | $2,160 | $2,930-26.3% | $3,739-42.2% | $2,671-19.1% |
| Participant deferral / active EE | $4,043 | $3,659+10.5% | $4,879-17.1% | $4,126-2.0% |
| Admin fee / account holder | $162 | $5,217-96.9% | $6,733-97.6% | $5,650-97.1% |