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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,136 | $111,814-88.3% | $103,378-87.3% | $145,978-91.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.33% | 24.80%-6.5pp | 24.91%-6.6pp | 550.52%-532.2pp |
| Employer contribution / active EE | $1,973 | $4,215-53.2% | $3,870-49.0% | $4,662-57.7% |
| Participant deferral / active EE | $2,835 | $5,618-49.5% | $5,058-44.0% | $6,690-57.6% |
| Admin fee / account holder | $85 | $9,764-99.1% | $8,401-99.0% | $13,400-99.4% |