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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,505 | $176,402-87.8% | $134,162-84.0% | $158,966-86.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 4.12% | 63.66%-59.5pp | 36.35%-32.2pp | 302.95%-298.8pp |
| Employer contribution / active EE | $1,288 | $5,042-74.5% | $3,705-65.2% | $4,762-73.0% |
| Participant deferral / active EE | $481 | $4,093-88.2% | $3,500-86.3% | $5,983-92.0% |
| Admin fee / account holder | $206 | $8,719-97.6% | $6,685-96.9% | $11,250-98.2% |