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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,473 | $85,024-78.3% | $70,544-73.8% | $139,466-86.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 12.29% | 30.39%-18.1pp | 32.79%-20.5pp | 373.66%-361.4pp |
| Employer contribution / active EE | $1,829 | $3,912-53.2% | $2,976-38.5% | $4,754-61.5% |
| Participant deferral / active EE | $1,894 | $5,891-67.8% | $4,568-58.5% | $6,712-71.8% |
| Admin fee / account holder | $10 | $8,928-99.9% | $6,427-99.8% | $11,409-99.9% |