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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,167 | $114,013-92.0% | $103,693-91.2% | $155,188-94.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.90% | 49.31%-33.4pp | 47.61%-31.7pp | 148.84%-132.9pp |
| Employer contribution / active EE | $663 | $3,131-78.8% | $2,920-77.3% | $4,248-84.4% |
| Participant deferral / active EE | $3,158 | $4,970-36.5% | $4,579-31.0% | $6,531-51.6% |
| Admin fee / account holder | $75 | $8,407-99.1% | $7,858-99.1% | $14,480-99.5% |