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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,388 | $94,439-77.4% | $73,658-71.0% | $154,746-86.2% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 13.20% | 28.25%-15.1pp | 29.72%-16.5pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,410 | $1,257+12.1% | $1,032+36.6% | $4,379-67.8% |
| Participant deferral / active EE | $1,410 | $2,527-44.2% | $2,062-31.6% | $6,730-79.1% |
| Admin fee / account holder | $75 | $3,843-98.1% | $3,357-97.8% | $14,365-99.5% |