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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,602 | $76,407-83.5% | $150,298-91.6% | $82,448-84.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.79% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $765 | $2,614-70.7% | $4,154-81.6% | $2,551-70.0% |
| Participant deferral / active EE | $1,714 | $3,214-46.7% | $5,453-68.6% | $4,139-58.6% |
| Admin fee / account holder | $202 | $6,352-96.8% | $14,116-98.6% | $7,234-97.2% |