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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,695 | $104,650-95.5% | $83,854-94.4% | $155,188-97.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 22.95% | 28.97%-6.0pp | 31.39%-8.4pp | 148.84%-125.9pp |
| Employer contribution / active EE | $1,165 | $1,196-2.6% | $1,017+14.6% | $4,248-72.6% |
| Participant deferral / active EE | $1,710 | $2,367-27.8% | $2,035-16.0% | $6,531-73.8% |
| Admin fee / account holder | $48 | $3,518-98.6% | $3,197-98.5% | $14,480-99.7% |