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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,923 | $94,439-96.9% | $73,658-96.0% | $154,746-98.1% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 21.05% | 28.25%-7.2pp | 29.72%-8.7pp | 172.34%-151.3pp |
| Employer contribution / active EE | $412 | $1,257-67.3% | $1,032-60.1% | $4,379-90.6% |
| Participant deferral / active EE | $581 | $2,527-77.0% | $2,062-71.8% | $6,730-91.4% |
| Admin fee / account holder | $14 | $3,843-99.6% | $3,357-99.6% | $14,365-99.9% |