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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,910 | $107,809-74.1% | $97,032-71.2% | $155,188-82.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 17.66% | 38.06%-20.4pp | 35.38%-17.7pp | 148.84%-131.2pp |
| Employer contribution / active EE | $1,794 | $2,911-38.4% | $2,629-31.8% | $4,248-57.8% |
| Participant deferral / active EE | $4,100 | $5,129-20.1% | $4,672-12.2% | $6,531-37.2% |
| Admin fee / account holder | $47 | $10,717-99.6% | $9,418-99.5% | $14,480-99.7% |