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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,247 | $90,486-72.1% | $78,676-67.9% | $273,972-90.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.90% | 75.62%-67.7pp | 62.19%-54.3pp | 41.46%-33.6pp |
| Employer contribution / active EE | $485 | $3,175-84.7% | $2,850-83.0% | $4,869-90.0% |
| Participant deferral / active EE | $3,205 | $3,901-17.8% | $3,517-8.9% | $5,287-39.4% |
| Admin fee / account holder | $70 | $5,263-98.7% | $4,510-98.5% | $10,133-99.3% |