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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,878 | $94,439-97.0% | $73,658-96.1% | $154,746-98.1% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 21.97% | 28.25%-6.3pp | 29.72%-7.8pp | 172.34%-150.4pp |
| Employer contribution / active EE | $241 | $1,257-80.8% | $1,032-76.7% | $4,379-94.5% |
| Participant deferral / active EE | $1,048 | $2,527-58.5% | $2,062-49.2% | $6,730-84.4% |
| Admin fee / account holder | $17 | $3,843-99.6% | $3,357-99.5% | $14,365-99.9% |