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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,704 | $90,486-76.0% | $78,676-72.4% | $273,972-92.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.35% | 75.62%-70.3pp | 62.19%-56.8pp | 41.46%-36.1pp |
| Employer contribution / active EE | $879 | $3,175-72.3% | $2,850-69.2% | $4,869-81.9% |
| Participant deferral / active EE | $2,065 | $3,901-47.1% | $3,517-41.3% | $5,287-60.9% |
| Admin fee / account holder | $158 | $5,263-97.0% | $4,510-96.5% | $10,133-98.4% |