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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,583 | $94,439-79.3% | $73,658-73.4% | $154,746-87.3% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 19.53% | 28.25%-8.7pp | 29.72%-10.2pp | 172.34%-152.8pp |
| Employer contribution / active EE | $791 | $1,257-37.1% | $1,032-23.4% | $4,379-81.9% |
| Participant deferral / active EE | $3,794 | $2,527+50.1% | $2,062+84.0% | $6,730-43.6% |
| Admin fee / account holder | $56 | $3,843-98.5% | $3,357-98.3% | $14,365-99.6% |