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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,909 | $47,944-71.0% | $67,834-79.5% | $62,881-77.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 7.79% | 11.77%-4.0pp | 138.47%-130.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $3,322 | $1,562+112.7% | $2,403+38.2% | $2,281+45.7% |
| Participant deferral / active EE | $886 | $2,247-60.6% | $3,160-72.0% | $3,203-72.3% |
| Admin fee / account holder | $277 | $3,712-92.5% | $4,622-94.0% | $4,296-93.5% |