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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,695 | $88,996-77.9% | $78,004-74.8% | $138,895-85.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 19.85% | 28.03%-8.2pp | 31.07%-11.2pp | 145.39%-125.5pp |
| Employer contribution / active EE | $1,061 | $2,917-63.6% | $2,469-57.0% | $4,194-74.7% |
| Participant deferral / active EE | $2,263 | $4,724-52.1% | $4,092-44.7% | $6,396-64.6% |
| Admin fee / account holder | $41 | $8,807-99.5% | $7,578-99.5% | $12,562-99.7% |