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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,950 | $77,638-70.4% | $156,551-85.3% | $62,881-63.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.23% | 50.33%-41.1pp | 32.23%-23.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $550 | $3,444-84.0% | $5,501-90.0% | $2,281-75.9% |
| Participant deferral / active EE | $1,459 | $3,046-52.1% | $4,871-70.1% | $3,203-54.5% |
| Admin fee / account holder | $252 | $5,561-95.5% | $13,028-98.1% | $4,296-94.1% |