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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,053 | $104,650-89.4% | $83,854-86.8% | $155,188-92.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 24.56% | 28.97%-4.4pp | 31.39%-6.8pp | 148.84%-124.3pp |
| Employer contribution / active EE | $1,380 | $1,196+15.3% | $1,017+35.6% | $4,248-67.5% |
| Participant deferral / active EE | $1,725 | $2,367-27.2% | $2,035-15.3% | $6,531-73.6% |
| Admin fee / account holder | $22 | $3,518-99.4% | $3,197-99.3% | $14,480-99.8% |