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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,754 | $77,920-83.6% | $149,723-91.5% | $75,177-83.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.91% | 31.72%-15.8pp | 134.50%-118.6pp | 160.75%-144.8pp |
| Employer contribution / active EE | $2,256 | $3,138-28.1% | $4,821-53.2% | $2,671-15.5% |
| Participant deferral / active EE | $3,887 | $3,411+14.0% | $5,682-31.6% | $4,126-5.8% |
| Admin fee / account holder | $252 | $5,951-95.8% | $13,215-98.1% | $5,651-95.5% |