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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,563 | $124,980-88.3% | $108,359-86.6% | $154,746-90.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.86% | 45.00%-24.1pp | 36.89%-16.0pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,026 | $2,851-64.0% | $2,399-57.2% | $4,379-76.6% |
| Participant deferral / active EE | $1,889 | $4,743-60.2% | $4,137-54.3% | $6,730-71.9% |
| Admin fee / account holder | $34 | $11,502-99.7% | $9,741-99.7% | $14,365-99.8% |