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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,541 | $97,125-89.1% | $86,233-87.8% | $137,256-92.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.96% | 74.19%-56.2pp | 61.39%-43.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,251 | $2,841-56.0% | $2,504-50.1% | $4,156-69.9% |
| Participant deferral / active EE | $1,251 | $5,180-75.9% | $4,559-72.6% | $6,407-80.5% |
| Admin fee / account holder | $29 | $9,725-99.7% | $8,342-99.6% | $12,270-99.8% |