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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,981 | $90,486-69.1% | $78,676-64.4% | $273,972-89.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.72% | 75.62%-69.9pp | 62.19%-56.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,172 | $3,175-63.1% | $2,850-58.9% | $4,869-75.9% |
| Participant deferral / active EE | $1,172 | $3,901-70.0% | $3,517-66.7% | $5,287-77.8% |
| Admin fee / account holder | $90 | $5,263-98.3% | $4,510-98.0% | $10,133-99.1% |