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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,202 | $45,050-19.6% | $63,018-42.6% | $70,126-48.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.89% | 18.76%-5.9pp | 87.62%-74.7pp | 73.15%-60.3pp |
| Employer contribution / active EE | $681 | $2,052-66.8% | $2,761-75.3% | $2,343-70.9% |
| Participant deferral / active EE | $1,845 | $2,466-25.2% | $3,330-44.6% | $3,332-44.6% |
| Admin fee / account holder | $231 | $2,834-91.8% | $3,601-93.6% | $4,645-95.0% |