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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,546 | $108,285-84.7% | $77,552-78.7% | $158,982-89.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 11.26% | 31.69%-20.4pp | 54.82%-43.6pp | 302.99%-291.7pp |
| Employer contribution / active EE | $514 | $1,325-61.2% | $987-47.9% | $4,763-89.2% |
| Participant deferral / active EE | $437 | $2,455-82.2% | $1,861-76.5% | $5,983-92.7% |
| Admin fee / account holder | $158 | $3,709-95.7% | $2,859-94.5% | $11,252-98.6% |