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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,608 | $57,119-72.7% | $85,187-81.7% | $80,935-80.7% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 27.69% | 21.70%+6.0pp | 66.67%-39.0pp | 35.66%-8.0pp |
| Employer contribution / active EE | $2,780 | $1,802+54.3% | $2,732+1.7% | $2,757+0.8% |
| Participant deferral / active EE | $1,819 | $3,115-41.6% | $4,525-59.8% | $4,299-57.7% |
| Admin fee / account holder | $0 | $4,990-100.0% | $6,162-100.0% | $6,924-100.0% |