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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,228 | $75,541-78.5% | $152,093-89.3% | $82,637-80.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.64% | 32.56%-18.9pp | 66.36%-52.7pp | 53.51%-39.9pp |
| Employer contribution / active EE | $1,107 | $2,622-57.8% | $4,175-73.5% | $2,552-56.6% |
| Participant deferral / active EE | $1,569 | $3,206-51.1% | $5,451-71.2% | $4,126-62.0% |
| Admin fee / account holder | $258 | $6,405-96.0% | $14,497-98.2% | $7,339-96.5% |