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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,017 | $46,877-40.2% | $122,354-77.1% | $70,126-60.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 16.93% | 24.22%-7.3pp | 30.28%-13.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,500 | $1,288+16.4% | $4,051-63.0% | $2,343-36.0% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $284 | $3,324-91.4% | $5,479-94.8% | $4,645-93.9% |