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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,228 | $76,407-78.8% | $150,298-89.2% | $82,448-80.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.64% | 39.99%-26.4pp | 62.79%-49.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,107 | $2,614-57.7% | $4,154-73.4% | $2,551-56.6% |
| Participant deferral / active EE | $1,569 | $3,214-51.2% | $5,453-71.2% | $4,139-62.1% |
| Admin fee / account holder | $258 | $6,352-95.9% | $14,116-98.2% | $7,234-96.4% |