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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,080 | $102,245-79.4% | $89,340-76.4% | $137,256-84.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 23.98% | 21.89%+2.1pp | 20.57%+3.4pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,796 | $2,529-29.0% | $2,231-19.5% | $4,156-56.8% |
| Participant deferral / active EE | $2,620 | $4,436-40.9% | $3,823-31.5% | $6,407-59.1% |
| Admin fee / account holder | $80 | $8,085-99.0% | $6,704-98.8% | $12,270-99.3% |