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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,556 | $105,960-81.5% | $81,726-76.1% | $158,982-87.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 20.49% | 38.19%-17.7pp | 29.49%-9.0pp | 302.99%-282.5pp |
| Employer contribution / active EE | $1,312 | $7,805-83.2% | $4,311-69.6% | $4,763-72.5% |
| Participant deferral / active EE | $1,641 | $13,011-87.4% | $7,108-76.9% | $5,983-72.6% |
| Admin fee / account holder | $180 | $8,494-97.9% | $5,160-96.5% | $11,252-98.4% |