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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,640 | $71,208-61.2% | $93,681-70.5% | $80,911-65.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.05% | 11.27%+1.8pp | 133.47%-120.4pp | 35.63%-22.6pp |
| Employer contribution / active EE | $5,643 | $1,564+260.7% | $2,422+133.0% | $2,756+104.8% |
| Participant deferral / active EE | $1,258 | $4,035-68.8% | $4,415-71.5% | $4,297-70.7% |
| Admin fee / account holder | $103 | $6,951-98.5% | $8,290-98.8% | $6,935-98.5% |