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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,602 | $78,690-84.0% | $161,489-92.2% | $87,485-85.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 14.79% | 32.74%-18.0pp | 89.72%-74.9pp | 26.06%-11.3pp |
| Employer contribution / active EE | $765 | $2,588-70.4% | $4,268-82.1% | $2,596-70.5% |
| Participant deferral / active EE | $1,714 | $3,311-48.2% | $5,630-69.5% | $4,274-59.9% |
| Admin fee / account holder | $202 | $6,724-97.0% | $16,006-98.7% | $7,775-97.4% |