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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,978 | $94,439-96.8% | $73,658-96.0% | $154,746-98.1% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 19.44% | 28.25%-8.8pp | 29.72%-10.3pp | 172.34%-152.9pp |
| Employer contribution / active EE | $774 | $1,257-38.4% | $1,032-25.0% | $4,379-82.3% |
| Participant deferral / active EE | $780 | $2,527-69.1% | $2,062-62.2% | $6,730-88.4% |
| Admin fee / account holder | $75 | $3,843-98.1% | $3,357-97.8% | $14,365-99.5% |