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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,000 | $108,882-87.1% | $96,754-85.5% | $154,746-91.0% |
| Participation rate | 72.7% | 75.1%-2.4pp | 70.3%+2.5pp | 80.7%-8.0pp |
| Annual return | 18.12% | 98.39%-80.3pp | 82.04%-63.9pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,032 | $3,018-65.8% | $2,679-61.5% | $4,379-76.4% |
| Participant deferral / active EE | $1,258 | $5,323-76.4% | $4,758-73.6% | $6,730-81.3% |
| Admin fee / account holder | $14 | $10,200-99.9% | $8,905-99.8% | $14,365-99.9% |