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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,156 | $90,486-68.9% | $78,676-64.2% | $273,972-89.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.56% | 75.62%-70.1pp | 62.19%-56.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,562 | $3,175-50.8% | $2,850-45.2% | $4,869-67.9% |
| Participant deferral / active EE | $1,601 | $3,901-59.0% | $3,517-54.5% | $5,287-69.7% |
| Admin fee / account holder | $285 | $5,263-94.6% | $4,510-93.7% | $10,133-97.2% |