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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,468 | $97,125-88.2% | $86,233-86.7% | $137,256-91.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.66% | 74.19%-55.5pp | 61.39%-42.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,092 | $2,841-61.6% | $2,504-56.4% | $4,156-73.7% |
| Participant deferral / active EE | $2,765 | $5,180-46.6% | $4,559-39.4% | $6,407-56.8% |
| Admin fee / account holder | $76 | $9,725-99.2% | $8,342-99.1% | $12,270-99.4% |