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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,306 | $62,672-29.3% | $185,117-76.1% | $70,124-36.8% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 16.69% | 40.79%-24.1pp | 40.50%-23.8pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,550 | $1,753-11.6% | $4,182-62.9% | $2,342-33.8% |
| Participant deferral / active EE | $1,749 | $3,272-46.5% | $5,045-65.3% | $3,332-47.5% |
| Admin fee / account holder | $165 | $3,932-95.8% | $8,159-98.0% | $4,645-96.4% |