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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,752 | $161,352-46.9% | $134,172-36.1% | $137,256-37.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 10.87% | 28.72%-17.8pp | 25.30%-14.4pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,153 | $4,099-71.9% | $3,420-66.3% | $4,156-72.2% |
| Participant deferral / active EE | $2,414 | $5,552-56.5% | $4,690-48.5% | $6,407-62.3% |
| Admin fee / account holder | $243 | $15,028-98.4% | $12,016-98.0% | $12,270-98.0% |