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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,007 | $100,970-78.2% | $96,576-77.2% | $137,256-84.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.06% | 38.16%-18.1pp | 38.47%-18.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,377 | $3,809-37.6% | $3,553-33.1% | $4,156-42.8% |
| Participant deferral / active EE | $3,645 | $8,286-56.0% | $7,956-54.2% | $6,407-43.1% |
| Admin fee / account holder | $51 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |