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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,265 | $93,346-78.3% | $71,796-71.8% | $273,972-92.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.42% | 130.39%-121.0pp | 78.04%-68.6pp | 41.46%-32.0pp |
| Employer contribution / active EE | $782 | $2,733-71.4% | $1,924-59.4% | $4,869-83.9% |
| Participant deferral / active EE | $1,711 | $3,475-50.8% | $2,794-38.8% | $5,287-67.6% |
| Admin fee / account holder | $143 | $6,571-97.8% | $4,815-97.0% | $10,133-98.6% |