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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,399 | $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 | 20.32% | 78.17%-57.9pp | 64.97%-44.7pp | 145.39%-125.1pp |
| Employer contribution / active EE | $1,199 | $2,882-58.4% | $2,549-53.0% | $4,194-71.4% |
| Participant deferral / active EE | $2,552 | $5,225-51.2% | $4,614-44.7% | $6,396-60.1% |
| Admin fee / account holder | $25 | $8,748-99.7% | $7,673-99.7% | $12,562-99.8% |