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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,021 | $124,425-79.9% | $112,040-77.7% | $137,256-81.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.27% | 24.72%-10.4pp | 24.52%-10.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,028 | $3,411-69.9% | $2,954-65.2% | $4,156-75.3% |
| Participant deferral / active EE | $8,936 | $5,718+56.3% | $5,098+75.3% | $6,407+39.5% |
| Admin fee / account holder | $208 | $15,207-98.6% | $12,098-98.3% | $12,270-98.3% |