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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,533 | $110,278-88.6% | $95,740-86.9% | $139,466-91.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.52% | 27.19%-10.7pp | 28.41%-11.9pp | 373.66%-357.1pp |
| Employer contribution / active EE | $966 | $3,260-70.4% | $2,836-66.0% | $4,754-79.7% |
| Participant deferral / active EE | $927 | $4,674-80.2% | $4,244-78.2% | $6,712-86.2% |
| Admin fee / account holder | $192 | $6,613-97.1% | $5,676-96.6% | $11,409-98.3% |