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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,398 | $52,580-63.1% | $71,671-72.9% | $70,126-72.3% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 24.79% | 20.25%+4.5pp | 20.65%+4.1pp | 73.15%-48.4pp |
| Employer contribution / active EE | $4,672 | $1,616+189.2% | $2,460+89.9% | $2,343+99.5% |
| Participant deferral / active EE | $2,427 | $2,386+1.7% | $3,438-29.4% | $3,332-27.2% |
| Admin fee / account holder | $50 | $3,653-98.6% | $5,558-99.1% | $4,645-98.9% |