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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,080 | $103,164-89.3% | $90,259-87.7% | $154,746-92.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 31.43% | 19.25%+12.2pp | 18.88%+12.5pp | 172.34%-140.9pp |
| Employer contribution / active EE | $1,992 | $2,532-21.3% | $2,291-13.0% | $4,379-54.5% |
| Participant deferral / active EE | $3,715 | $4,422-16.0% | $3,827-2.9% | $6,730-44.8% |
| Admin fee / account holder | $50 | $8,593-99.4% | $7,267-99.3% | $14,365-99.7% |