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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,762 | $107,809-91.9% | $97,032-91.0% | $155,188-94.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 25.92% | 38.06%-12.1pp | 35.38%-9.5pp | 148.84%-122.9pp |
| Employer contribution / active EE | $1,934 | $2,911-33.6% | $2,629-26.5% | $4,248-54.5% |
| Participant deferral / active EE | $2,320 | $5,129-54.8% | $4,672-50.3% | $6,531-64.5% |
| Admin fee / account holder | $27 | $10,717-99.8% | $9,418-99.7% | $14,480-99.8% |