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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,156 | $64,307-40.7% | $57,347-33.5% | $125,393-69.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.51% | 25.14%-23.6pp | 24.40%-22.9pp | 282.23%-280.7pp |
| Employer contribution / active EE | $441 | $3,193-86.2% | $2,689-83.6% | $4,866-90.9% |
| Participant deferral / active EE | $1,419 | $3,847-63.1% | $3,162-55.1% | $5,351-73.5% |
| Admin fee / account holder | $52 | $5,242-99.0% | $3,356-98.5% | $9,541-99.5% |