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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,827 | $78,690-83.7% | $161,489-92.1% | $87,485-85.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 19.18% | 32.74%-13.6pp | 89.72%-70.5pp | 26.06%-6.9pp |
| Employer contribution / active EE | $689 | $2,588-73.4% | $4,268-83.9% | $2,596-73.5% |
| Participant deferral / active EE | $2,362 | $3,311-28.7% | $5,630-58.0% | $4,274-44.7% |
| Admin fee / account holder | $68 | $6,724-99.0% | $16,006-99.6% | $7,775-99.1% |