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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,753 | $107,809-88.2% | $97,032-86.9% | $155,188-91.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 26.25% | 38.06%-11.8pp | 35.38%-9.1pp | 148.84%-122.6pp |
| Employer contribution / active EE | $1,594 | $2,911-45.2% | $2,629-39.4% | $4,248-62.5% |
| Participant deferral / active EE | $3,787 | $5,129-26.2% | $4,672-18.9% | $6,531-42.0% |
| Admin fee / account holder | $11 | $10,717-99.9% | $9,418-99.9% | $14,480-99.9% |