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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,038 | $90,486-80.1% | $78,676-77.1% | $273,972-93.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.46% | 75.62%-70.2pp | 62.19%-56.7pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,473 | $3,175-53.6% | $2,850-48.3% | $4,869-69.7% |
| Participant deferral / active EE | $2,839 | $3,901-27.2% | $3,517-19.3% | $5,287-46.3% |
| Admin fee / account holder | $22 | $5,263-99.6% | $4,510-99.5% | $10,133-99.8% |