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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,816 | $90,486-74.8% | $78,676-71.0% | $273,972-91.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 16.42% | 75.62%-59.2pp | 62.19%-45.8pp | 41.46%-25.0pp |
| Employer contribution / active EE | $756 | $3,175-76.2% | $2,850-73.5% | $4,869-84.5% |
| Participant deferral / active EE | $3,025 | $3,901-22.5% | $3,517-14.0% | $5,287-42.8% |
| Admin fee / account holder | $101 | $5,263-98.1% | $4,510-97.8% | $10,133-99.0% |