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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,367 | $99,345-74.5% | $84,753-70.1% | $273,972-90.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 16.82% | 22.93%-6.1pp | 22.78%-6.0pp | 41.46%-24.6pp |
| Employer contribution / active EE | $14,076 | $4,214+234.0% | $3,574+293.8% | $4,869+189.1% |
| Participant deferral / active EE | $6,160 | $4,270+44.3% | $3,712+66.0% | $5,287+16.5% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |