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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,923 | $104,650-97.2% | $83,854-96.5% | $155,188-98.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 21.05% | 28.97%-7.9pp | 31.39%-10.3pp | 148.84%-127.8pp |
| Employer contribution / active EE | $412 | $1,196-65.6% | $1,017-59.5% | $4,248-90.3% |
| Participant deferral / active EE | $581 | $2,367-75.4% | $2,035-71.4% | $6,531-91.1% |
| Admin fee / account holder | $14 | $3,518-99.6% | $3,197-99.5% | $14,480-99.9% |