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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,330 | $116,167-92.8% | $64,489-87.1% | $137,256-93.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 24.23% | 36.55%-12.3pp | 55.03%-30.8pp | 220.34%-196.1pp |
| Employer contribution / active EE | $1,661 | $2,483-33.1% | $1,523+9.0% | $4,156-60.0% |
| Participant deferral / active EE | $2,279 | $4,215-45.9% | $2,778-18.0% | $6,407-64.4% |
| Admin fee / account holder | $76 | $6,188-98.8% | $4,260-98.2% | $12,270-99.4% |