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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,617 | $152,394-91.1% | $124,067-89.0% | $155,188-91.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 66.9%+33.1pp | 80.8%+19.2pp |
| Annual return | 15.61% | 34.93%-19.3pp | 31.06%-15.4pp | 148.84%-133.2pp |
| Employer contribution / active EE | $1,449 | $2,398-39.6% | $2,166-33.1% | $4,248-65.9% |
| Participant deferral / active EE | $2,679 | $3,823-29.9% | $3,463-22.6% | $6,531-59.0% |
| Admin fee / account holder | $11 | $6,949-99.8% | $7,351-99.8% | $14,480-99.9% |