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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,405 | $99,053-90.5% | $88,179-89.3% | $138,895-93.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 23.14% | 78.17%-55.0pp | 64.97%-41.8pp | 145.39%-122.2pp |
| Employer contribution / active EE | $2,561 | $2,882-11.1% | $2,549+0.5% | $4,194-38.9% |
| Participant deferral / active EE | $2,999 | $5,225-42.6% | $4,614-35.0% | $6,396-53.1% |
| Admin fee / account holder | $22 | $8,748-99.8% | $7,673-99.7% | $12,562-99.8% |