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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,339 | $110,212-79.7% | $96,534-76.9% | $139,466-84.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.75% | 26.42%-12.7pp | 25.88%-12.1pp | 373.66%-359.9pp |
| Employer contribution / active EE | $3,826 | $3,620+5.7% | $2,965+29.0% | $4,754-19.5% |
| Participant deferral / active EE | $5,100 | $5,547-8.1% | $4,851+5.1% | $6,712-24.0% |
| Admin fee / account holder | $129 | $11,599-98.9% | $8,253-98.4% | $11,409-98.9% |