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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,329 | $77,638-59.6% | $156,551-80.0% | $62,881-50.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.81% | 50.33%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,119 | $3,444-67.5% | $5,501-79.7% | $2,281-51.0% |
| Participant deferral / active EE | $1,854 | $3,046-39.1% | $4,871-61.9% | $3,203-42.1% |
| Admin fee / account holder | $236 | $5,561-95.8% | $13,028-98.2% | $4,296-94.5% |