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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,685 | $49,239-58.0% | $70,462-70.6% | $79,858-74.1% |
| Participation rate | 96.7% | 69.2%+27.5pp | 75.1%+21.6pp | 69.6%+27.0pp |
| Annual return | 0.00% | 30.08%-30.1pp | 109.08%-109.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $413 | $2,100-80.3% | $2,737-84.9% | $2,471-83.3% |
| Participant deferral / active EE | $1,716 | $2,769-38.0% | $3,710-53.7% | $3,740-54.1% |
| Admin fee / account holder | $42 | $2,876-98.5% | $3,845-98.9% | $5,306-99.2% |