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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,180 | $92,798-68.6% | $96,707-69.8% | $137,256-78.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 20.44% | 31.24%-10.8pp | 34.78%-14.3pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,392 | $4,147-42.3% | $4,191-42.9% | $4,156-42.4% |
| Participant deferral / active EE | $6,260 | $5,877+6.5% | $5,997+4.4% | $6,407-2.3% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |