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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,568 | $152,394-85.8% | $124,067-82.6% | $155,188-86.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 66.9%+33.1pp | 80.8%+19.2pp |
| Annual return | 20.34% | 34.93%-14.6pp | 31.06%-10.7pp | 148.84%-128.5pp |
| Employer contribution / active EE | $3,320 | $2,398+38.5% | $2,166+53.3% | $4,248-21.9% |
| Participant deferral / active EE | $4,767 | $3,823+24.7% | $3,463+37.6% | $6,531-27.0% |
| Admin fee / account holder | $65 | $6,949-99.1% | $7,351-99.1% | $14,480-99.6% |