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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,193 | $127,386-80.2% | $115,037-78.1% | $125,388-79.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 11.91% | 31.28%-19.4pp | 26.14%-14.2pp | 282.24%-270.3pp |
| Employer contribution / active EE | $1,490 | $5,166-71.2% | $4,608-67.7% | $4,866-69.4% |
| Participant deferral / active EE | $3,498 | $6,423-45.5% | $6,026-42.0% | $5,352-34.6% |
| Admin fee / account holder | $84 | $9,516-99.1% | $8,175-99.0% | $9,541-99.1% |