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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,665 | $81,358-63.5% | $155,556-80.9% | $80,959-63.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.50% | 33.39%-21.9pp | 64.84%-53.3pp | 35.67%-24.2pp |
| Employer contribution / active EE | $2,828 | $3,106-9.0% | $4,675-39.5% | $2,757+2.6% |
| Participant deferral / active EE | $2,857 | $3,455-17.3% | $5,631-49.3% | $4,300-33.6% |
| Admin fee / account holder | $238 | $7,994-97.0% | $15,885-98.5% | $6,925-96.6% |