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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,085 | $103,949-88.4% | $69,182-82.5% | $273,972-95.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 3.49% | 35.28%-31.8pp | -21.93%+25.4pp | 41.46%-38.0pp |
| Employer contribution / active EE | $17 | $1,783-99.0% | $1,206-98.6% | $4,869-99.6% |
| Participant deferral / active EE | $69 | $2,716-97.5% | $1,897-96.4% | $5,287-98.7% |
| Admin fee / account holder | $222 | $3,671-94.0% | $2,697-91.8% | $10,133-97.8% |