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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,668 | $103,949-87.8% | $69,182-81.7% | $273,972-95.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 11.38% | 35.28%-23.9pp | -21.93%+33.3pp | 41.46%-30.1pp |
| Employer contribution / active EE | $274 | $1,783-84.6% | $1,206-77.3% | $4,869-94.4% |
| Participant deferral / active EE | $419 | $2,716-84.6% | $1,897-77.9% | $5,287-92.1% |
| Admin fee / account holder | $134 | $3,671-96.3% | $2,697-95.0% | $10,133-98.7% |