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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,690 | $103,949-81.1% | $69,182-71.5% | $273,972-92.8% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 13.56% | 35.28%-21.7pp | -21.93%+35.5pp | 41.46%-27.9pp |
| Employer contribution / active EE | $2,661 | $1,783+49.3% | $1,206+120.6% | $4,869-45.3% |
| Participant deferral / active EE | $5,800 | $2,716+113.5% | $1,897+205.8% | $5,287+9.7% |
| Admin fee / account holder | $6 | $3,671-99.8% | $2,697-99.8% | $10,133-99.9% |