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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,578 | $101,618-94.5% | $93,063-94.0% | $137,256-95.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 21.44% | 223.95%-202.5pp | 34.15%-12.7pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,176 | $2,707-56.6% | $2,476-52.5% | $4,156-71.7% |
| Participant deferral / active EE | $1,838 | $4,279-57.0% | $3,958-53.6% | $6,407-71.3% |
| Admin fee / account holder | $68 | $6,198-98.9% | $6,033-98.9% | $12,270-99.4% |