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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,541 | $76,407-82.3% | $150,298-91.0% | $82,448-83.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 19.63% | 39.99%-20.4pp | 62.79%-43.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,054 | $2,614-59.7% | $4,154-74.6% | $2,551-58.7% |
| Participant deferral / active EE | $1,574 | $3,214-51.0% | $5,453-71.1% | $4,139-62.0% |
| Admin fee / account holder | $180 | $6,352-97.2% | $14,116-98.7% | $7,234-97.5% |