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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,359 | $100,279-87.7% | $81,353-84.8% | $145,884-91.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.37% | 34.49%-21.1pp | 24.82%-11.4pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,056 | $2,979-64.5% | $2,464-57.1% | $4,662-77.3% |
| Participant deferral / active EE | $1,157 | $4,611-74.9% | $3,885-70.2% | $6,690-82.7% |
| Admin fee / account holder | $167 | $8,206-98.0% | $5,766-97.1% | $13,392-98.8% |