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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,167 | $162,967-87.0% | $135,792-84.4% | $138,895-84.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 20.58% | 30.08%-9.5pp | 25.96%-5.4pp | 145.39%-124.8pp |
| Employer contribution / active EE | $2,873 | $4,211-31.8% | $3,496-17.8% | $4,194-31.5% |
| Participant deferral / active EE | $5,745 | $5,640+1.9% | $4,759+20.7% | $6,396-10.2% |
| Admin fee / account holder | $7 | $15,306-100.0% | $12,266-99.9% | $12,562-99.9% |