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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,815 | $90,486-79.2% | $78,676-76.1% | $273,972-93.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.18% | 75.62%-69.4pp | 62.19%-56.0pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,559 | $3,175-50.9% | $2,850-45.3% | $4,869-68.0% |
| Participant deferral / active EE | $1,332 | $3,901-65.9% | $3,517-62.1% | $5,287-74.8% |
| Admin fee / account holder | $14 | $5,263-99.7% | $4,510-99.7% | $10,133-99.9% |