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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,870 | $84,236-78.8% | $170,435-89.5% | $70,126-74.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.14% | 23.06%-2.9pp | 205.94%-185.8pp | 73.15%-53.0pp |
| Employer contribution / active EE | $807 | $3,387-76.2% | $5,432-85.1% | $2,343-65.5% |
| Participant deferral / active EE | $3,181 | $3,086+3.1% | $4,939-35.6% | $3,332-4.5% |
| Admin fee / account holder | $1 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |