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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,014 | $90,486-75.7% | $78,676-72.0% | $273,972-92.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 21.60% | 75.62%-54.0pp | 62.19%-40.6pp | 41.46%-19.9pp |
| Employer contribution / active EE | $4,751 | $3,175+49.6% | $2,850+66.7% | $4,869-2.4% |
| Participant deferral / active EE | $10,926 | $3,901+180.1% | $3,517+210.7% | $5,287+106.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |