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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,330 | $112,729-86.4% | $98,716-84.5% | $137,256-88.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 22.60% | 38.48%-15.9pp | 31.81%-9.2pp | 220.34%-197.7pp |
| Employer contribution / active EE | $769 | $2,725-71.8% | $2,279-66.3% | $4,156-81.5% |
| Participant deferral / active EE | $1,231 | $4,640-73.5% | $4,048-69.6% | $6,407-80.8% |
| Admin fee / account holder | $76 | $10,129-99.2% | $8,703-99.1% | $12,270-99.4% |