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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,013 | $81,276-85.2% | $155,574-92.3% | $80,925-85.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.51% | 33.36%-19.9pp | 64.87%-51.4pp | 35.65%-22.1pp |
| Employer contribution / active EE | $2,771 | $3,103-10.7% | $4,676-40.7% | $2,756+0.5% |
| Participant deferral / active EE | $2,105 | $3,453-39.0% | $5,629-62.6% | $4,299-51.0% |
| Admin fee / account holder | $255 | $7,993-96.8% | $15,914-98.4% | $6,940-96.3% |