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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,733 | $118,496-85.0% | $98,461-82.0% | $139,466-87.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.63% | 18.96%-3.3pp | 21.17%-5.5pp | 373.66%-358.0pp |
| Employer contribution / active EE | $1,021 | $3,611-71.7% | $3,049-66.5% | $4,754-78.5% |
| Participant deferral / active EE | $1,676 | $5,393-68.9% | $4,738-64.6% | $6,712-75.0% |
| Admin fee / account holder | $13 | $14,056-99.9% | $8,961-99.9% | $11,409-99.9% |