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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,335 | $35,183-79.2% | $73,550-90.0% | $70,126-89.5% |
| Participation rate | 90.5% | 42.9%+47.5pp | 54.9%+35.5pp | 69.5%+20.9pp |
| Annual return | 13.49% | 26.90%-13.4pp | -15.16%+28.7pp | 73.15%-59.7pp |
| Employer contribution / active EE | $100 | $709-85.9% | $1,219-91.8% | $2,343-95.7% |
| Participant deferral / active EE | $750 | $1,220-38.5% | $1,804-58.4% | $3,332-77.5% |
| Admin fee / account holder | $50 | $2,302-97.8% | $2,320-97.8% | $4,645-98.9% |