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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,924 | $110,410-77.4% | $102,437-75.7% | $145,897-82.9% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 17.29% | 24.85%-7.6pp | 24.95%-7.7pp | 552.29%-535.0pp |
| Employer contribution / active EE | $3,135 | $4,217-25.7% | $3,871-19.0% | $4,663-32.8% |
| Participant deferral / active EE | $3,544 | $5,622-37.0% | $5,060-30.0% | $6,689-47.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |