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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,472 | $40,275-36.8% | $57,356-55.6% | $59,633-57.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.05% | 27.52%-26.5pp | 24.41%-23.4pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $4,830 | $1,921+151.4% | $2,689+79.6% | $2,203+119.3% |
| Participant deferral / active EE | $5,312 | $2,400+121.3% | $3,162+68.0% | $3,192+66.4% |
| Admin fee / account holder | $84 | $2,820-97.0% | $3,357-97.5% | $4,297-98.0% |