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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,174 | $107,733-84.1% | $92,985-81.5% | $154,746-88.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 22.55% | 30.39%-7.8pp | 27.99%-5.4pp | 172.34%-149.8pp |
| Employer contribution / active EE | $2,221 | $3,126-29.0% | $2,662-16.6% | $4,379-49.3% |
| Participant deferral / active EE | $2,777 | $5,053-45.1% | $4,377-36.6% | $6,730-58.7% |
| Admin fee / account holder | $27 | $11,369-99.8% | $9,463-99.7% | $14,365-99.8% |