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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,966 | $103,949-87.5% | $69,182-81.3% | $273,972-95.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 12.09% | 35.28%-23.2pp | -21.93%+34.0pp | 41.46%-29.4pp |
| Employer contribution / active EE | $7,023 | $1,783+293.9% | $1,206+482.2% | $4,869+44.2% |
| Participant deferral / active EE | $341 | $2,716-87.4% | $1,897-82.0% | $5,287-93.6% |
| Admin fee / account holder | $37 | $3,671-99.0% | $2,697-98.6% | $10,133-99.6% |