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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,579 | $88,707-75.7% | $74,184-70.9% | $273,972-92.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 19.55% | 11.94%+7.6pp | 17.74%+1.8pp | 41.46%-21.9pp |
| Employer contribution / active EE | $528 | $3,159-83.3% | $2,370-77.7% | $4,869-89.2% |
| Participant deferral / active EE | $1,372 | $4,212-67.4% | $3,550-61.3% | $5,287-74.0% |
| Admin fee / account holder | $8 | $8,717-99.9% | $5,586-99.9% | $10,133-99.9% |