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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,543 | $46,599-45.2% | $64,101-60.2% | $75,173-66.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.82% | 26.06%-9.2pp | 33.72%-16.9pp | 160.72%-143.9pp |
| Employer contribution / active EE | $3,019 | $1,975+52.8% | $2,749+9.8% | $2,671+13.0% |
| Participant deferral / active EE | $2,555 | $2,837-9.9% | $3,881-34.2% | $4,126-38.1% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |