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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,808 | $84,236-52.7% | $170,435-76.6% | $70,126-43.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 24.84% | 23.06%+1.8pp | 205.94%-181.1pp | 73.15%-48.3pp |
| Employer contribution / active EE | $926 | $3,387-72.7% | $5,432-83.0% | $2,343-60.5% |
| Participant deferral / active EE | $2,570 | $3,086-16.7% | $4,939-48.0% | $3,332-22.9% |
| Admin fee / account holder | $110 | $5,698-98.1% | $13,881-99.2% | $4,645-97.6% |