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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,750 | $116,175-76.1% | $93,609-70.4% | $152,870-81.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 33.53% | 35.96%-2.4pp | 32.76%+0.8pp | 345.34%-311.8pp |
| Employer contribution / active EE | $4,128 | $3,218+28.3% | $2,718+51.9% | $4,763-13.3% |
| Participant deferral / active EE | $14,968 | $4,603+225.2% | $4,069+267.9% | $5,850+155.8% |
| Admin fee / account holder | $224 | $10,748-97.9% | $7,889-97.2% | $11,597-98.1% |