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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,048 | $110,303-91.8% | $95,759-90.6% | $139,487-93.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.17% | 27.19%-7.0pp | 28.42%-8.3pp | 373.84%-353.7pp |
| Employer contribution / active EE | $1,043 | $3,261-68.0% | $2,836-63.2% | $4,755-78.1% |
| Participant deferral / active EE | $1,564 | $4,674-66.5% | $4,244-63.1% | $6,713-76.7% |
| Admin fee / account holder | $8 | $6,615-99.9% | $5,678-99.9% | $11,407-99.9% |