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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,049 | $124,980-86.4% | $108,359-84.3% | $154,746-89.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.94% | 45.00%-24.1pp | 36.89%-16.0pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,567 | $2,851-45.0% | $2,399-34.7% | $4,379-64.2% |
| Participant deferral / active EE | $3,604 | $4,743-24.0% | $4,137-12.9% | $6,730-46.5% |
| Admin fee / account holder | $9 | $11,502-99.9% | $9,741-99.9% | $14,365-99.9% |