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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,382 | $81,276-42.9% | $155,574-70.2% | $80,925-42.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.10% | 33.36%-19.3pp | 64.87%-50.8pp | 35.65%-21.5pp |
| Employer contribution / active EE | $3,362 | $3,103+8.4% | $4,676-28.1% | $2,756+22.0% |
| Participant deferral / active EE | $3,563 | $3,453+3.2% | $5,629-36.7% | $4,299-17.1% |
| Admin fee / account holder | $99 | $7,993-98.8% | $15,914-99.4% | $6,940-98.6% |