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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,751 | $90,486-72.6% | $78,676-68.5% | $273,972-91.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.27% | 75.62%-64.4pp | 62.19%-50.9pp | 41.46%-30.2pp |
| Employer contribution / active EE | $1,281 | $3,175-59.7% | $2,850-55.1% | $4,869-73.7% |
| Participant deferral / active EE | $3,468 | $3,901-11.1% | $3,517-1.4% | $5,287-34.4% |
| Admin fee / account holder | $149 | $5,263-97.2% | $4,510-96.7% | $10,133-98.5% |