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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,049 | $123,155-86.2% | $108,753-84.3% | $155,188-89.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 20.94% | 44.73%-23.8pp | 37.47%-16.5pp | 148.84%-127.9pp |
| Employer contribution / active EE | $1,567 | $2,811-44.3% | $2,427-35.4% | $4,248-63.1% |
| Participant deferral / active EE | $3,604 | $4,623-22.0% | $4,115-12.4% | $6,531-44.8% |
| Admin fee / account holder | $9 | $12,126-99.9% | $10,320-99.9% | $14,480-99.9% |