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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,003 | $114,013-86.8% | $103,693-85.5% | $155,188-90.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 14.47% | 49.31%-34.8pp | 47.61%-33.1pp | 148.84%-134.4pp |
| Employer contribution / active EE | $1,149 | $3,131-63.3% | $2,920-60.6% | $4,248-72.9% |
| Participant deferral / active EE | $2,650 | $4,970-46.7% | $4,579-42.1% | $6,531-59.4% |
| Admin fee / account holder | $158 | $8,407-98.1% | $7,858-98.0% | $14,480-98.9% |