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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,614 | $90,486-77.2% | $78,676-73.8% | $273,972-92.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.91% | 75.62%-67.7pp | 62.19%-54.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $640 | $3,175-79.8% | $2,850-77.5% | $4,869-86.8% |
| Participant deferral / active EE | $569 | $3,901-85.4% | $3,517-83.8% | $5,287-89.2% |
| Admin fee / account holder | $25 | $5,263-99.5% | $4,510-99.4% | $10,133-99.8% |