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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,214 | $104,650-79.7% | $83,854-74.7% | $155,188-86.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 22.29% | 28.97%-6.7pp | 31.39%-9.1pp | 148.84%-126.5pp |
| Employer contribution / active EE | $2,394 | $1,196+100.1% | $1,017+135.3% | $4,248-43.7% |
| Participant deferral / active EE | $5,809 | $2,367+145.4% | $2,035+185.4% | $6,531-11.1% |
| Admin fee / account holder | $43 | $3,518-98.8% | $3,197-98.6% | $14,480-99.7% |