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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,092 | $81,358-80.2% | $155,556-89.7% | $80,959-80.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.91% | 33.39%-21.5pp | 64.84%-52.9pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,493 | $3,106-51.9% | $4,675-68.1% | $2,757-45.8% |
| Participant deferral / active EE | $2,241 | $3,455-35.1% | $5,631-60.2% | $4,300-47.9% |
| Admin fee / account holder | $140 | $7,994-98.2% | $15,885-99.1% | $6,925-98.0% |