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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,876 | $102,245-80.6% | $89,340-77.8% | $137,256-85.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.11% | 21.89%-2.8pp | 20.57%-1.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,038 | $2,529-19.4% | $2,231-8.7% | $4,156-51.0% |
| Participant deferral / active EE | $3,129 | $4,436-29.5% | $3,823-18.1% | $6,407-51.2% |
| Admin fee / account holder | $46 | $8,085-99.4% | $6,704-99.3% | $12,270-99.6% |