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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,114 | $107,809-74.9% | $97,032-72.1% | $155,188-82.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 20.08% | 38.06%-18.0pp | 35.38%-15.3pp | 148.84%-128.8pp |
| Employer contribution / active EE | $2,295 | $2,911-21.2% | $2,629-12.7% | $4,248-46.0% |
| Participant deferral / active EE | $3,331 | $5,129-35.1% | $4,672-28.7% | $6,531-49.0% |
| Admin fee / account holder | $120 | $10,717-98.9% | $9,418-98.7% | $14,480-99.2% |