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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,008 | $76,407-73.8% | $150,298-86.7% | $82,448-75.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 23.64% | 39.99%-16.3pp | 62.79%-39.1pp | 41.64%-18.0pp |
| Employer contribution / active EE | $1,285 | $2,614-50.8% | $4,154-69.1% | $2,551-49.6% |
| Participant deferral / active EE | $3,713 | $3,214+15.5% | $5,453-31.9% | $4,139-10.3% |
| Admin fee / account holder | $216 | $6,352-96.6% | $14,116-98.5% | $7,234-97.0% |