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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,978 | $64,359-61.2% | $90,161-72.3% | $70,126-64.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.07% | 28.13%-8.1pp | 34.89%-14.8pp | 73.15%-53.1pp |
| Employer contribution / active EE | $2,886 | $2,046+41.1% | $3,318-13.0% | $2,343+23.2% |
| Participant deferral / active EE | $2,887 | $4,389-34.2% | $5,287-45.4% | $3,332-13.4% |
| Admin fee / account holder | $129 | $3,945-96.7% | $5,943-97.8% | $4,645-97.2% |