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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,924 | $111,814-77.7% | $103,378-75.9% | $145,978-82.9% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 17.29% | 24.80%-7.5pp | 24.91%-7.6pp | 550.52%-533.2pp |
| Employer contribution / active EE | $3,135 | $4,215-25.6% | $3,870-19.0% | $4,662-32.7% |
| Participant deferral / active EE | $3,544 | $5,618-36.9% | $5,058-29.9% | $6,690-47.0% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |