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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,980 | $100,970-75.3% | $96,576-74.1% | $137,256-81.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 29.33% | 38.16%-8.8pp | 38.47%-9.1pp | 220.34%-191.0pp |
| Employer contribution / active EE | $4,897 | $3,809+28.6% | $3,553+37.8% | $4,156+17.8% |
| Participant deferral / active EE | $12,741 | $8,286+53.8% | $7,956+60.1% | $6,407+98.9% |
| Admin fee / account holder | $49 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |