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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,819 | $94,439-78.0% | $73,658-71.7% | $154,746-86.5% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 12.62% | 28.25%-15.6pp | 29.72%-17.1pp | 172.34%-159.7pp |
| Employer contribution / active EE | $2,150 | $1,257+71.0% | $1,032+108.3% | $4,379-50.9% |
| Participant deferral / active EE | $2,575 | $2,527+1.9% | $2,062+24.9% | $6,730-61.7% |
| Admin fee / account holder | $30 | $3,843-99.2% | $3,357-99.1% | $14,365-99.8% |