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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,397 | $124,425-78.0% | $112,040-75.5% | $137,256-80.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.08% | 24.72%-3.6pp | 24.52%-3.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,690 | $3,411-50.5% | $2,954-42.8% | $4,156-59.3% |
| Participant deferral / active EE | $8,154 | $5,718+42.6% | $5,098+60.0% | $6,407+27.3% |
| Admin fee / account holder | $61 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |