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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,797 | $99,345-78.1% | $84,753-74.3% | $273,972-92.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 19.77% | 22.93%-3.2pp | 22.78%-3.0pp | 41.46%-21.7pp |
| Employer contribution / active EE | $1,750 | $4,214-58.5% | $3,574-51.0% | $4,869-64.1% |
| Participant deferral / active EE | $9,000 | $4,270+110.8% | $3,712+142.5% | $5,287+70.2% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |