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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,506 | $45,050-38.9% | $63,018-56.4% | $70,126-60.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 18.12% | 18.76%-0.6pp | 87.62%-69.5pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,392 | $2,052-32.1% | $2,761-49.6% | $2,343-40.6% |
| Participant deferral / active EE | $4,825 | $2,466+95.7% | $3,330+44.9% | $3,332+44.8% |
| Admin fee / account holder | $36 | $2,834-98.7% | $3,601-99.0% | $4,645-99.2% |