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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,076 | $99,053-90.8% | $88,179-89.7% | $138,895-93.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 22.09% | 78.17%-56.1pp | 64.97%-42.9pp | 145.39%-123.3pp |
| Employer contribution / active EE | $923 | $2,882-68.0% | $2,549-63.8% | $4,194-78.0% |
| Participant deferral / active EE | $1,540 | $5,225-70.5% | $4,614-66.6% | $6,396-75.9% |
| Admin fee / account holder | $57 | $8,748-99.4% | $7,673-99.3% | $12,562-99.5% |