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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,908 | $116,360-92.3% | $65,566-86.4% | $139,466-93.6% |
| Participation rate | 83.3% | 67.8%+15.6pp | 64.9%+18.4pp | 80.3%+3.0pp |
| Annual return | 18.02% | 31.23%-13.2pp | 47.40%-29.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $1,141 | $2,600-56.1% | $1,692-32.6% | $4,754-76.0% |
| Participant deferral / active EE | $820 | $4,242-80.7% | $2,832-71.1% | $6,712-87.8% |
| Admin fee / account holder | $34 | $6,701-99.5% | $4,114-99.2% | $11,409-99.7% |