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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,433 | $81,331-65.0% | $155,534-81.7% | $80,935-64.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.38% | 33.37%-21.0pp | 64.92%-52.5pp | 35.66%-23.3pp |
| Employer contribution / active EE | $3,226 | $3,105+3.9% | $4,675-31.0% | $2,757+17.0% |
| Participant deferral / active EE | $1,459 | $3,454-57.8% | $5,630-74.1% | $4,299-66.1% |
| Admin fee / account holder | $259 | $7,999-96.8% | $15,900-98.4% | $6,924-96.3% |