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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,530 | $90,486-75.1% | $78,676-71.4% | $273,972-91.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.00% | 75.62%-66.6pp | 62.19%-53.2pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,244 | $3,175-60.8% | $2,850-56.4% | $4,869-74.5% |
| Participant deferral / active EE | $1,497 | $3,901-61.6% | $3,517-57.4% | $5,287-71.7% |
| Admin fee / account holder | $54 | $5,263-99.0% | $4,510-98.8% | $10,133-99.5% |