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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,642 | $123,155-89.7% | $108,753-88.4% | $155,188-91.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.54% | 44.73%-26.2pp | 37.47%-18.9pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,246 | $2,811-55.7% | $2,427-48.7% | $4,248-70.7% |
| Participant deferral / active EE | $2,084 | $4,623-54.9% | $4,115-49.4% | $6,531-68.1% |
| Admin fee / account holder | $62 | $12,126-99.5% | $10,320-99.4% | $14,480-99.6% |