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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,666 | $114,013-88.0% | $103,693-86.8% | $155,188-91.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 11.89% | 49.31%-37.4pp | 47.61%-35.7pp | 148.84%-137.0pp |
| Employer contribution / active EE | $545 | $3,131-82.6% | $2,920-81.3% | $4,248-87.2% |
| Participant deferral / active EE | $3,894 | $4,970-21.7% | $4,579-15.0% | $6,531-40.4% |
| Admin fee / account holder | $95 | $8,407-98.9% | $7,858-98.8% | $14,480-99.3% |