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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,819 | $104,650-80.1% | $83,854-75.2% | $155,188-86.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 12.62% | 28.97%-16.3pp | 31.39%-18.8pp | 148.84%-136.2pp |
| Employer contribution / active EE | $2,150 | $1,196+79.7% | $1,017+111.4% | $4,248-49.4% |
| Participant deferral / active EE | $2,575 | $2,367+8.8% | $2,035+26.5% | $6,531-60.6% |
| Admin fee / account holder | $30 | $3,518-99.1% | $3,197-99.1% | $14,480-99.8% |