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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,409 | $81,331-51.5% | $155,534-74.7% | $80,935-51.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.32% | 33.37%-20.1pp | 64.92%-51.6pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,855 | $3,105-40.2% | $4,675-60.3% | $2,757-32.7% |
| Participant deferral / active EE | $4,173 | $3,454+20.8% | $5,630-25.9% | $4,299-3.0% |
| Admin fee / account holder | $97 | $7,999-98.8% | $15,900-99.4% | $6,924-98.6% |