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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,829 | $124,980-88.9% | $108,359-87.2% | $154,746-91.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 22.01% | 45.00%-23.0pp | 36.89%-14.9pp | 172.34%-150.3pp |
| Employer contribution / active EE | $1,501 | $2,851-47.4% | $2,399-37.5% | $4,379-65.7% |
| Participant deferral / active EE | $3,069 | $4,743-35.3% | $4,137-25.8% | $6,730-54.4% |
| Admin fee / account holder | $13 | $11,502-99.9% | $9,741-99.9% | $14,365-99.9% |