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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,389 | $94,439-69.9% | $73,658-61.5% | $154,746-81.7% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 18.82% | 28.25%-9.4pp | 29.72%-10.9pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,179 | $1,257-6.3% | $1,032+14.2% | $4,379-73.1% |
| Participant deferral / active EE | $4,248 | $2,527+68.1% | $2,062+106.0% | $6,730-36.9% |
| Admin fee / account holder | $192 | $3,843-95.0% | $3,357-94.3% | $14,365-98.7% |