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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,340 | $104,650-91.1% | $83,854-88.9% | $155,188-94.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 19.62% | 28.97%-9.3pp | 31.39%-11.8pp | 148.84%-129.2pp |
| Employer contribution / active EE | $669 | $1,196-44.1% | $1,017-34.2% | $4,248-84.3% |
| Participant deferral / active EE | $669 | $2,367-71.7% | $2,035-67.1% | $6,531-89.8% |
| Admin fee / account holder | $39 | $3,518-98.9% | $3,197-98.8% | $14,480-99.7% |