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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,504 | $104,650-93.8% | $83,854-92.2% | $155,188-95.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 23.47% | 28.97%-5.5pp | 31.39%-7.9pp | 148.84%-125.4pp |
| Employer contribution / active EE | $947 | $1,196-20.8% | $1,017-6.9% | $4,248-77.7% |
| Participant deferral / active EE | $1,814 | $2,367-23.4% | $2,035-10.9% | $6,531-72.2% |
| Admin fee / account holder | $77 | $3,518-97.8% | $3,197-97.6% | $14,480-99.5% |