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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,394 | $85,060-79.6% | $70,548-75.3% | $139,456-87.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 22.29% | 30.38%-8.1pp | 32.78%-10.5pp | 373.45%-351.2pp |
| Employer contribution / active EE | $3,022 | $3,911-22.7% | $2,975+1.6% | $4,753-36.4% |
| Participant deferral / active EE | $4,970 | $5,890-15.6% | $4,567+8.8% | $6,711-25.9% |
| Admin fee / account holder | $284 | $8,925-96.8% | $6,424-95.6% | $11,407-97.5% |