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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,328 | $90,486-80.9% | $78,676-78.0% | $273,972-93.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.65% | 75.62%-64.0pp | 62.19%-50.5pp | 41.46%-29.8pp |
| Employer contribution / active EE | $1,228 | $3,175-61.3% | $2,850-56.9% | $4,869-74.8% |
| Participant deferral / active EE | $4,593 | $3,901+17.7% | $3,517+30.6% | $5,287-13.1% |
| Admin fee / account holder | $118 | $5,263-97.7% | $4,510-97.4% | $10,133-98.8% |