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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,829 | $112,729-87.7% | $98,716-86.0% | $137,256-89.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 22.01% | 38.48%-16.5pp | 31.81%-9.8pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,501 | $2,725-44.9% | $2,279-34.1% | $4,156-63.9% |
| Participant deferral / active EE | $3,069 | $4,640-33.9% | $4,048-24.2% | $6,407-52.1% |
| Admin fee / account holder | $13 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |