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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,665 | $81,276-63.5% | $155,574-80.9% | $80,925-63.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.50% | 33.36%-21.9pp | 64.87%-53.4pp | 35.65%-24.1pp |
| Employer contribution / active EE | $2,828 | $3,103-8.9% | $4,676-39.5% | $2,756+2.6% |
| Participant deferral / active EE | $2,857 | $3,453-17.3% | $5,629-49.3% | $4,299-33.5% |
| Admin fee / account holder | $238 | $7,993-97.0% | $15,914-98.5% | $6,940-96.6% |