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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,697 | $90,486-72.7% | $78,676-68.6% | $273,972-91.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.70% | 75.62%-70.9pp | 62.19%-57.5pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,048 | $3,175-67.0% | $2,850-63.2% | $4,869-78.5% |
| Participant deferral / active EE | $2,928 | $3,901-24.9% | $3,517-16.7% | $5,287-44.6% |
| Admin fee / account holder | $153 | $5,263-97.1% | $4,510-96.6% | $10,133-98.5% |