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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,398 | $87,166-70.9% | $76,735-66.9% | $137,256-81.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 13.22% | 26.50%-13.3pp | 29.77%-16.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,103 | $2,904-62.0% | $2,454-55.1% | $4,156-73.5% |
| Participant deferral / active EE | $1,103 | $4,726-76.7% | $4,088-73.0% | $6,407-82.8% |
| Admin fee / account holder | $217 | $8,403-97.4% | $7,189-97.0% | $12,270-98.2% |