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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,190 | $36,948-88.7% | $73,658-94.3% | $87,485-95.2% |
| Participation rate | 100.0% | 46.8%+53.2pp | 57.0%+43.0pp | 68.9%+31.1pp |
| Annual return | 18.40% | 28.64%-10.2pp | 29.72%-11.3pp | 26.06%-7.7pp |
| Employer contribution / active EE | $239 | $670-64.3% | $1,032-76.8% | $2,596-90.8% |
| Participant deferral / active EE | $566 | $1,379-59.0% | $2,062-72.5% | $4,274-86.8% |
| Admin fee / account holder | $64 | $2,531-97.5% | $3,357-98.1% | $7,775-99.2% |