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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,863 | $107,809-77.9% | $97,032-75.4% | $155,188-84.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 16.04% | 38.06%-22.0pp | 35.38%-19.3pp | 148.84%-132.8pp |
| Employer contribution / active EE | $1,423 | $2,911-51.1% | $2,629-45.9% | $4,248-66.5% |
| Participant deferral / active EE | $2,600 | $5,129-49.3% | $4,672-44.4% | $6,531-60.2% |
| Admin fee / account holder | $244 | $10,717-97.7% | $9,418-97.4% | $14,480-98.3% |