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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,621 | $94,439-62.3% | $73,658-51.6% | $154,746-77.0% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 18.12% | 28.25%-10.1pp | 29.72%-11.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,400 | $1,257+11.4% | $1,032+35.6% | $4,379-68.0% |
| Participant deferral / active EE | $2,100 | $2,527-16.9% | $2,062+1.8% | $6,730-68.8% |
| Admin fee / account holder | $24 | $3,843-99.4% | $3,357-99.3% | $14,365-99.8% |