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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,589 | $110,303-92.2% | $95,759-91.0% | $139,487-93.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.00% | 27.19%-6.2pp | 28.42%-7.4pp | 373.84%-352.8pp |
| Employer contribution / active EE | $749 | $3,261-77.0% | $2,836-73.6% | $4,755-84.3% |
| Participant deferral / active EE | $4,633 | $4,674-0.9% | $4,244+9.2% | $6,713-31.0% |
| Admin fee / account holder | $45 | $6,615-99.3% | $5,678-99.2% | $11,407-99.6% |