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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,871 | $50,554-35.0% | $67,681-51.4% | $87,485-62.4% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 15.25% | 17.81%-2.6pp | 590.58%-575.3pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,604 | $1,988-19.3% | $2,678-40.1% | $2,596-38.2% |
| Participant deferral / active EE | $3,965 | $2,961+33.9% | $3,976-0.3% | $4,274-7.2% |
| Admin fee / account holder | $91 | $4,132-97.8% | $6,100-98.5% | $7,775-98.8% |