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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,193 | $117,859-79.5% | $102,438-76.4% | $145,959-83.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.95% | 31.72%-10.8pp | 29.37%-8.4pp | 561.95%-541.0pp |
| Employer contribution / active EE | $2,531 | $3,615-30.0% | $3,024-16.3% | $4,661-45.7% |
| Participant deferral / active EE | $9,975 | $5,732+74.0% | $5,054+97.4% | $6,689+49.1% |
| Admin fee / account holder | $95 | $13,318-99.3% | $9,448-99.0% | $13,398-99.3% |