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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,686 | $57,541-55.4% | $95,740-73.2% | $75,173-65.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 20.58% | 34.93%-14.4pp | 28.41%-7.8pp | 160.72%-140.1pp |
| Employer contribution / active EE | $3,070 | $1,808+69.8% | $2,836+8.2% | $2,671+14.9% |
| Participant deferral / active EE | $3,207 | $3,074+4.3% | $4,244-24.4% | $4,126-22.3% |
| Admin fee / account holder | $136 | $4,099-96.7% | $5,676-97.6% | $5,651-97.6% |