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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,504 | $94,439-93.1% | $73,658-91.2% | $154,746-95.8% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 23.47% | 28.25%-4.8pp | 29.72%-6.3pp | 172.34%-148.9pp |
| Employer contribution / active EE | $947 | $1,257-24.7% | $1,032-8.3% | $4,379-78.4% |
| Participant deferral / active EE | $1,814 | $2,527-28.2% | $2,062-12.0% | $6,730-73.1% |
| Admin fee / account holder | $77 | $3,843-98.0% | $3,357-97.7% | $14,365-99.5% |