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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,608 | $57,057-72.6% | $85,009-81.6% | $80,874-80.7% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 27.69% | 21.66%+6.0pp | 66.47%-38.8pp | 35.62%-7.9pp |
| Employer contribution / active EE | $2,780 | $1,799+54.6% | $2,728+1.9% | $2,756+0.9% |
| Participant deferral / active EE | $1,819 | $3,112-41.6% | $4,522-59.8% | $4,297-57.7% |
| Admin fee / account holder | $0 | $4,986-100.0% | $6,153-100.0% | $6,935-100.0% |