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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,880 | $107,809-87.1% | $97,032-85.7% | $155,188-91.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 22.65% | 38.06%-15.4pp | 35.38%-12.7pp | 148.84%-126.2pp |
| Employer contribution / active EE | $318 | $2,911-89.1% | $2,629-87.9% | $4,248-92.5% |
| Participant deferral / active EE | $4,741 | $5,129-7.6% | $4,672+1.5% | $6,531-27.4% |
| Admin fee / account holder | $31 | $10,717-99.7% | $9,418-99.7% | $14,480-99.8% |