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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,863 | $101,618-93.2% | $93,063-92.6% | $137,256-95.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.23% | 223.95%-206.7pp | 34.15%-16.9pp | 220.34%-203.1pp |
| Employer contribution / active EE | $965 | $2,707-64.3% | $2,476-61.0% | $4,156-76.8% |
| Participant deferral / active EE | $1,518 | $4,279-64.5% | $3,958-61.7% | $6,407-76.3% |
| Admin fee / account holder | $232 | $6,198-96.3% | $6,033-96.2% | $12,270-98.1% |