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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,827 | $76,407-83.2% | $150,298-91.5% | $82,448-84.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 19.18% | 39.99%-20.8pp | 62.79%-43.6pp | 41.64%-22.5pp |
| Employer contribution / active EE | $689 | $2,614-73.6% | $4,154-83.4% | $2,551-73.0% |
| Participant deferral / active EE | $2,362 | $3,214-26.5% | $5,453-56.7% | $4,139-42.9% |
| Admin fee / account holder | $68 | $6,352-98.9% | $14,116-99.5% | $7,234-99.1% |