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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,588 | $90,486-86.1% | $78,676-84.0% | $273,972-95.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.66% | 75.62%-70.0pp | 62.19%-56.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,053 | $3,175-66.8% | $2,850-63.1% | $4,869-78.4% |
| Participant deferral / active EE | $2,950 | $3,901-24.4% | $3,517-16.1% | $5,287-44.2% |
| Admin fee / account holder | $203 | $5,263-96.1% | $4,510-95.5% | $10,133-98.0% |