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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,254 | $138,312-69.5% | $122,979-65.6% | $155,188-72.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 16.16% | 22.06%-5.9pp | 20.12%-4.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $881 | $3,530-75.0% | $3,062-71.2% | $4,248-79.3% |
| Participant deferral / active EE | $2,077 | $5,592-62.9% | $5,003-58.5% | $6,531-68.2% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |