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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,672 | $113,174-96.8% | - | $145,897-97.5% |
| Participation rate | 71.4% | 68.8%+2.7pp | - | 80.3%-8.9pp |
| Annual return | 13.23% | 21.70%-8.5pp | - | 552.29%-539.1pp |
| Employer contribution / active EE | $665 | $5,760-88.5% | - | $4,663-85.7% |
| Participant deferral / active EE | $1,098 | $5,566-80.3% | - | $6,689-83.6% |
| Admin fee / account holder | $25 | $6,302-99.6% | - | $13,390-99.8% |