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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,004 | $152,394-92.1% | $124,067-90.3% | $155,188-92.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 66.9%+33.1pp | 80.8%+19.2pp |
| Annual return | 23.37% | 34.93%-11.6pp | 31.06%-7.7pp | 148.84%-125.5pp |
| Employer contribution / active EE | $2,053 | $2,398-14.4% | $2,166-5.2% | $4,248-51.7% |
| Participant deferral / active EE | $2,272 | $3,823-40.6% | $3,463-34.4% | $6,531-65.2% |
| Admin fee / account holder | $22 | $6,949-99.7% | $7,351-99.7% | $14,480-99.8% |