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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,529 | $162,967-85.6% | $135,792-82.7% | $138,895-83.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 23.04% | 30.08%-7.0pp | 25.96%-2.9pp | 145.39%-122.4pp |
| Employer contribution / active EE | $2,322 | $4,211-44.9% | $3,496-33.6% | $4,194-44.6% |
| Participant deferral / active EE | $4,333 | $5,640-23.2% | $4,759-9.0% | $6,396-32.3% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |