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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,687 | $147,594-79.9% | $121,871-75.6% | $198,609-85.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 19.39% | 12.94%+6.5pp | 13.57%+5.8pp | 202.70%-183.3pp |
| Employer contribution / active EE | $1,529 | $3,007-49.2% | $2,731-44.0% | $5,055-69.8% |
| Participant deferral / active EE | $4,562 | $5,168-11.7% | $4,318+5.6% | $6,977-34.6% |
| Admin fee / account holder | $27 | $15,134-99.8% | $11,551-99.8% | $19,030-99.9% |