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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,080 | $102,245-89.2% | $89,340-87.6% | $137,256-91.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 31.43% | 21.89%+9.5pp | 20.57%+10.9pp | 220.34%-188.9pp |
| Employer contribution / active EE | $1,992 | $2,529-21.2% | $2,231-10.7% | $4,156-52.1% |
| Participant deferral / active EE | $3,715 | $4,436-16.3% | $3,823-2.8% | $6,407-42.0% |
| Admin fee / account holder | $50 | $8,085-99.4% | $6,704-99.3% | $12,270-99.6% |