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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,177 | $94,439-96.6% | $73,658-95.7% | $154,746-97.9% |
| Participation rate | 85.7% | 64.7%+21.0pp | 57.0%+28.7pp | 80.7%+5.0pp |
| Annual return | 20.22% | 28.25%-8.0pp | 29.72%-9.5pp | 172.34%-152.1pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $716 | $2,527-71.6% | $2,062-65.3% | $6,730-89.4% |
| Admin fee / account holder | $53 | $3,843-98.6% | $3,357-98.4% | $14,365-99.6% |