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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,605 | $65,041-65.2% | $90,965-75.2% | $79,858-71.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 12.74% | 30.45%-17.7pp | 134.57%-121.8pp | 31.72%-19.0pp |
| Employer contribution / active EE | $8,155 | $1,247+553.9% | $2,122+284.3% | $2,471+230.0% |
| Participant deferral / active EE | $1,237 | $2,512-50.8% | $3,373-63.3% | $3,740-66.9% |
| Admin fee / account holder | $18 | $4,536-99.6% | $5,960-99.7% | $5,306-99.7% |