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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,697 | $103,164-90.6% | $90,259-89.3% | $154,746-93.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 26.16% | 19.25%+6.9pp | 18.88%+7.3pp | 172.34%-146.2pp |
| Employer contribution / active EE | $1,703 | $2,532-32.7% | $2,291-25.7% | $4,379-61.1% |
| Participant deferral / active EE | $4,793 | $4,422+8.4% | $3,827+25.3% | $6,730-28.8% |
| Admin fee / account holder | $298 | $8,593-96.5% | $7,267-95.9% | $14,365-97.9% |