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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,976 | $58,493-53.9% | $84,023-67.9% | $72,976-63.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 17.60% | 28.93%-11.3pp | 71.32%-53.7pp | 81.02%-63.4pp |
| Employer contribution / active EE | $2,000 | $1,163+72.0% | $1,984+0.8% | $2,440-18.0% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $165 | $4,569-96.4% | $6,102-97.3% | $5,124-96.8% |