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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,618 | $99,380-90.3% | $90,312-89.4% | $155,188-93.8% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 26.58% | 19.35%+7.2pp | 18.90%+7.7pp | 148.84%-122.3pp |
| Employer contribution / active EE | $576 | $2,390-75.9% | $2,243-74.3% | $4,248-86.4% |
| Participant deferral / active EE | $3,084 | $4,212-26.8% | $3,749-17.7% | $6,531-52.8% |
| Admin fee / account holder | $43 | $9,766-99.6% | $8,248-99.5% | $14,480-99.7% |