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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,849 | $49,255-49.6% | $70,494-64.7% | $79,856-68.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 28.09% | 30.10%-2.0pp | 109.16%-81.1pp | 31.71%-3.6pp |
| Employer contribution / active EE | $1,911 | $2,100-9.0% | $2,738-30.2% | $2,471-22.7% |
| Participant deferral / active EE | $8,012 | $2,768+189.4% | $3,711+115.9% | $3,741+114.2% |
| Admin fee / account holder | $56 | $2,879-98.0% | $3,848-98.5% | $5,306-98.9% |