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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,974 | $112,729-75.2% | $98,716-71.7% | $137,256-79.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.51% | 38.48%-20.0pp | 31.81%-13.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,090 | $2,725-60.0% | $2,279-52.2% | $4,156-73.8% |
| Participant deferral / active EE | $2,465 | $4,640-46.9% | $4,048-39.1% | $6,407-61.5% |
| Admin fee / account holder | $69 | $10,129-99.3% | $8,703-99.2% | $12,270-99.4% |