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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,290 | $108,882-87.8% | $96,754-86.3% | $154,746-91.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 17.30% | 98.39%-81.1pp | 82.04%-64.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,457 | $3,018-51.7% | $2,679-45.6% | $4,379-66.7% |
| Participant deferral / active EE | $1,695 | $5,323-68.2% | $4,758-64.4% | $6,730-74.8% |
| Admin fee / account holder | $29 | $10,200-99.7% | $8,905-99.7% | $14,365-99.8% |