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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,433 | $81,358-65.1% | $155,556-81.7% | $80,959-64.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.38% | 33.39%-21.0pp | 64.84%-52.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $3,226 | $3,106+3.8% | $4,675-31.0% | $2,757+17.0% |
| Participant deferral / active EE | $1,459 | $3,455-57.8% | $5,631-74.1% | $4,300-66.1% |
| Admin fee / account holder | $259 | $7,994-96.8% | $15,885-98.4% | $6,925-96.3% |