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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,403 | $93,598-70.7% | $135,974-79.8% | $75,173-63.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.74% | 30.89%-12.2pp | 68.30%-49.6pp | 160.72%-142.0pp |
| Employer contribution / active EE | $1,496 | $3,538-57.7% | $4,859-69.2% | $2,671-44.0% |
| Participant deferral / active EE | $3,949 | $6,405-38.3% | $7,760-49.1% | $4,126-4.3% |
| Admin fee / account holder | $270 | $6,978-96.1% | $10,767-97.5% | $5,651-95.2% |