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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,583 | $104,650-81.3% | $83,854-76.6% | $155,188-87.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 19.53% | 28.97%-9.4pp | 31.39%-11.9pp | 148.84%-129.3pp |
| Employer contribution / active EE | $791 | $1,196-33.9% | $1,017-22.3% | $4,248-81.4% |
| Participant deferral / active EE | $3,794 | $2,367+60.3% | $2,035+86.4% | $6,531-41.9% |
| Admin fee / account holder | $56 | $3,518-98.4% | $3,197-98.2% | $14,480-99.6% |