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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,865 | $46,596-40.2% | $64,099-56.5% | $75,181-62.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.35% | 26.04%-12.7pp | 33.70%-20.3pp | 160.69%-147.3pp |
| Employer contribution / active EE | $1,015 | $1,975-48.6% | $2,748-63.1% | $2,671-62.0% |
| Participant deferral / active EE | $1,714 | $2,837-39.6% | $3,881-55.8% | $4,126-58.5% |
| Admin fee / account holder | $94 | $2,954-96.8% | $3,070-96.9% | $5,650-98.3% |