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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,183 | $107,809-91.5% | $97,032-90.5% | $155,188-94.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 29.53% | 38.06%-8.5pp | 35.38%-5.9pp | 148.84%-119.3pp |
| Employer contribution / active EE | $2,548 | $2,911-12.5% | $2,629-3.1% | $4,248-40.0% |
| Participant deferral / active EE | $4,946 | $5,129-3.6% | $4,672+5.9% | $6,531-24.3% |
| Admin fee / account holder | $83 | $10,717-99.2% | $9,418-99.1% | $14,480-99.4% |