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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,280 | $115,225-76.3% | $100,712-72.9% | $138,895-80.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 20.99% | 40.35%-19.4pp | 33.27%-12.3pp | 145.39%-124.4pp |
| Employer contribution / active EE | $2,021 | $2,771-27.1% | $2,313-12.6% | $4,194-51.8% |
| Participant deferral / active EE | $6,735 | $4,699+43.3% | $4,085+64.9% | $6,396+5.3% |
| Admin fee / account holder | $108 | $10,844-99.0% | $9,256-98.8% | $12,562-99.1% |