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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,091 | $58,493-57.1% | $84,023-70.1% | $72,976-65.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 20.74% | 28.93%-8.2pp | 71.32%-50.6pp | 81.02%-60.3pp |
| Employer contribution / active EE | $1,519 | $1,163+30.6% | $1,984-23.4% | $2,440-37.8% |
| Participant deferral / active EE | $2,359 | $2,394-1.5% | $3,239-27.2% | $3,608-34.6% |
| Admin fee / account holder | $199 | $4,569-95.6% | $6,102-96.7% | $5,124-96.1% |