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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,538 | $114,013-78.5% | $103,693-76.3% | $155,188-84.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.49% | 49.31%-33.8pp | 47.61%-32.1pp | 148.84%-133.3pp |
| Employer contribution / active EE | $788 | $3,131-74.8% | $2,920-73.0% | $4,248-81.4% |
| Participant deferral / active EE | $3,002 | $4,970-39.6% | $4,579-34.4% | $6,531-54.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |