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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,247 | $77,908-86.8% | $149,696-93.2% | $75,173-86.4% |
| Participation rate | 97.7% | 65.6%+32.1pp | 78.8%+18.9pp | 67.2%+30.5pp |
| Annual return | 27.94% | 31.73%-3.8pp | 134.46%-106.5pp | 160.72%-132.8pp |
| Employer contribution / active EE | $1,777 | $3,138-43.4% | $4,821-63.1% | $2,671-33.5% |
| Participant deferral / active EE | $3,512 | $3,411+3.0% | $5,682-38.2% | $4,126-14.9% |
| Admin fee / account holder | $34 | $5,950-99.4% | $13,212-99.7% | $5,651-99.4% |