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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,999 | $112,729-84.0% | $98,716-81.8% | $137,256-86.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 23.84% | 38.48%-14.6pp | 31.81%-8.0pp | 220.34%-196.5pp |
| Employer contribution / active EE | $1,665 | $2,725-38.9% | $2,279-26.9% | $4,156-59.9% |
| Participant deferral / active EE | $3,478 | $4,640-25.1% | $4,048-14.1% | $6,407-45.7% |
| Admin fee / account holder | $167 | $10,129-98.4% | $8,703-98.1% | $12,270-98.6% |