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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,061 | $55,713-35.3% | $75,901-52.5% | $72,975-50.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 23.17% | 27.60%-4.4pp | 30.76%-7.6pp | 81.01%-57.8pp |
| Employer contribution / active EE | $4,267 | $1,687+153.0% | $2,501+70.6% | $2,440+74.9% |
| Participant deferral / active EE | $1,227 | $2,634-53.4% | $3,603-65.9% | $3,608-66.0% |
| Admin fee / account holder | $248 | $3,980-93.8% | $5,420-95.4% | $5,124-95.2% |