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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,389 | $104,650-72.9% | $83,854-66.1% | $155,188-81.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 18.82% | 28.97%-10.2pp | 31.39%-12.6pp | 148.84%-130.0pp |
| Employer contribution / active EE | $1,179 | $1,196-1.5% | $1,017+15.9% | $4,248-72.3% |
| Participant deferral / active EE | $4,248 | $2,367+79.4% | $2,035+108.7% | $6,531-35.0% |
| Admin fee / account holder | $192 | $3,518-94.5% | $3,197-94.0% | $14,480-98.7% |