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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,178 | $81,276-45.6% | $155,574-71.6% | $80,925-45.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.30% | 33.36%-15.1pp | 64.87%-46.6pp | 35.65%-17.4pp |
| Employer contribution / active EE | $880 | $3,103-71.6% | $4,676-81.2% | $2,756-68.1% |
| Participant deferral / active EE | $1,869 | $3,453-45.9% | $5,629-66.8% | $4,299-56.5% |
| Admin fee / account holder | $145 | $7,993-98.2% | $15,914-99.1% | $6,940-97.9% |