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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,404 | $97,125-88.3% | $86,233-86.8% | $137,256-91.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.62% | 74.19%-54.6pp | 61.39%-41.8pp | 220.34%-200.7pp |
| Employer contribution / active EE | $434 | $2,841-84.7% | $2,504-82.7% | $4,156-89.6% |
| Participant deferral / active EE | $1,021 | $5,180-80.3% | $4,559-77.6% | $6,407-84.1% |
| Admin fee / account holder | $33 | $9,725-99.7% | $8,342-99.6% | $12,270-99.7% |