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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,014 | $103,164-91.3% | $90,259-90.0% | $154,746-94.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 21.91% | 19.25%+2.7pp | 18.88%+3.0pp | 172.34%-150.4pp |
| Employer contribution / active EE | $240 | $2,532-90.5% | $2,291-89.5% | $4,379-94.5% |
| Participant deferral / active EE | $1,226 | $4,422-72.3% | $3,827-68.0% | $6,730-81.8% |
| Admin fee / account holder | $55 | $8,593-99.4% | $7,267-99.3% | $14,365-99.6% |