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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,563 | $123,155-88.2% | $108,753-86.6% | $155,188-90.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 20.86% | 44.73%-23.9pp | 37.47%-16.6pp | 148.84%-128.0pp |
| Employer contribution / active EE | $1,026 | $2,811-63.5% | $2,427-57.7% | $4,248-75.8% |
| Participant deferral / active EE | $1,889 | $4,623-59.1% | $4,115-54.1% | $6,531-71.1% |
| Admin fee / account holder | $34 | $12,126-99.7% | $10,320-99.7% | $14,480-99.8% |