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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,563 | $114,013-85.5% | $103,693-84.0% | $155,188-89.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 22.42% | 49.31%-26.9pp | 47.61%-25.2pp | 148.84%-126.4pp |
| Employer contribution / active EE | $1,640 | $3,131-47.6% | $2,920-43.9% | $4,248-61.4% |
| Participant deferral / active EE | $1,640 | $4,970-67.0% | $4,579-64.2% | $6,531-74.9% |
| Admin fee / account holder | $111 | $8,407-98.7% | $7,858-98.6% | $14,480-99.2% |