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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,602 | $77,814-83.8% | $158,223-92.0% | $86,983-85.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 14.79% | 30.54%-15.8pp | 52.09%-37.3pp | 25.83%-11.0pp |
| Employer contribution / active EE | $765 | $2,592-70.5% | $4,109-81.4% | $2,584-70.4% |
| Participant deferral / active EE | $1,714 | $3,270-47.6% | $5,467-68.6% | $4,194-59.1% |
| Admin fee / account holder | $202 | $5,879-96.6% | $16,047-98.7% | $7,856-97.4% |