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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,618 | $103,164-90.7% | $90,259-89.3% | $154,746-93.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 26.58% | 19.25%+7.3pp | 18.88%+7.7pp | 172.34%-145.8pp |
| Employer contribution / active EE | $576 | $2,532-77.2% | $2,291-74.9% | $4,379-86.8% |
| Participant deferral / active EE | $3,084 | $4,422-30.3% | $3,827-19.4% | $6,730-54.2% |
| Admin fee / account holder | $43 | $8,593-99.5% | $7,267-99.4% | $14,365-99.7% |