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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,283 | $99,053-85.6% | $88,179-83.8% | $138,895-89.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 83.38% | 78.17%+5.2pp | 64.97%+18.4pp | 145.39%-62.0pp |
| Employer contribution / active EE | $1,359 | $2,882-52.8% | $2,549-46.7% | $4,194-67.6% |
| Participant deferral / active EE | $1,762 | $5,225-66.3% | $4,614-61.8% | $6,396-72.5% |
| Admin fee / account holder | $15 | $8,748-99.8% | $7,673-99.8% | $12,562-99.9% |