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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,631 | $101,063-81.6% | $81,473-77.1% | $147,586-87.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.26% | 32.41%-14.1pp | 38.78%-20.5pp | 578.59%-560.3pp |
| Employer contribution / active EE | $1,917 | $3,206-40.2% | $2,568-25.3% | $4,876-60.7% |
| Participant deferral / active EE | $1,168 | $4,242-72.5% | $3,537-67.0% | $5,439-78.5% |
| Admin fee / account holder | $161 | $5,812-97.2% | $4,561-96.5% | $10,886-98.5% |