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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,391 | $76,407-90.3% | $150,298-95.1% | $82,448-91.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 28.41% | 39.99%-11.6pp | 62.79%-34.4pp | 41.64%-13.2pp |
| Employer contribution / active EE | $1,792 | $2,614-31.5% | $4,154-56.9% | $2,551-29.8% |
| Participant deferral / active EE | $2,459 | $3,214-23.5% | $5,453-54.9% | $4,139-40.6% |
| Admin fee / account holder | $236 | $6,352-96.3% | $14,116-98.3% | $7,234-96.7% |