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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,968 | $101,618-86.3% | $93,063-85.0% | $137,256-89.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.54% | 223.95%-205.4pp | 34.15%-15.6pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,838 | $2,707-32.1% | $2,476-25.8% | $4,156-55.8% |
| Participant deferral / active EE | $3,846 | $4,279-10.1% | $3,958-2.8% | $6,407-40.0% |
| Admin fee / account holder | $11 | $6,198-99.8% | $6,033-99.8% | $12,270-99.9% |