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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,433 | $81,233-65.0% | $155,567-81.7% | $80,874-64.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.38% | 33.33%-20.9pp | 64.74%-52.4pp | 35.62%-23.2pp |
| Employer contribution / active EE | $3,226 | $3,101+4.0% | $4,674-31.0% | $2,756+17.1% |
| Participant deferral / active EE | $1,459 | $3,452-57.7% | $5,628-74.1% | $4,297-66.0% |
| Admin fee / account holder | $259 | $7,998-96.8% | $15,916-98.4% | $6,935-96.3% |