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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,230 | $88,996-90.8% | $78,004-89.4% | $138,895-94.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 18.23% | 28.03%-9.8pp | 31.07%-12.8pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,838 | $2,917-37.0% | $2,469-25.6% | $4,194-56.2% |
| Participant deferral / active EE | $1,408 | $4,724-70.2% | $4,092-65.6% | $6,396-78.0% |
| Admin fee / account holder | $73 | $8,807-99.2% | $7,578-99.0% | $12,562-99.4% |