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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,390 | $112,729-86.3% | $98,716-84.4% | $137,256-88.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.53% | 38.48%-22.0pp | 31.81%-15.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,823 | $2,725-33.1% | $2,279-20.0% | $4,156-56.1% |
| Participant deferral / active EE | $1,823 | $4,640-60.7% | $4,048-55.0% | $6,407-71.6% |
| Admin fee / account holder | $84 | $10,129-99.2% | $8,703-99.0% | $12,270-99.3% |