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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,213 | $77,638-68.8% | $156,551-84.5% | $62,881-61.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 11.00% | 50.33%-39.3pp | 32.23%-21.2pp | 20.14%-9.1pp |
| Employer contribution / active EE | $1,546 | $3,444-55.1% | $5,501-71.9% | $2,281-32.2% |
| Participant deferral / active EE | $1,655 | $3,046-45.7% | $4,871-66.0% | $3,203-48.3% |
| Admin fee / account holder | $143 | $5,561-97.4% | $13,028-98.9% | $4,296-96.7% |