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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,174 | $87,166-80.3% | $76,735-77.6% | $137,256-87.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 22.55% | 26.50%-3.9pp | 29.77%-7.2pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,221 | $2,904-23.5% | $2,454-9.5% | $4,156-46.6% |
| Participant deferral / active EE | $2,777 | $4,726-41.3% | $4,088-32.1% | $6,407-56.7% |
| Admin fee / account holder | $27 | $8,403-99.7% | $7,189-99.6% | $12,270-99.8% |