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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,930 | $102,609-80.6% | $98,090-79.7% | $138,895-85.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 25.94% | 36.44%-10.5pp | 37.05%-11.1pp | 145.39%-119.5pp |
| Employer contribution / active EE | $1,193 | $3,867-69.2% | $3,606-66.9% | $4,194-71.6% |
| Participant deferral / active EE | $4,470 | $8,167-45.3% | $7,845-43.0% | $6,396-30.1% |
| Admin fee / account holder | $38 | $11,434-99.7% | $11,815-99.7% | $12,562-99.7% |