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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,389 | $182,442-89.4% | $163,379-88.1% | $138,895-86.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 23.07% | 72.74%-49.7pp | 63.41%-40.3pp | 145.39%-122.3pp |
| Employer contribution / active EE | $3,144 | $4,159-24.4% | $3,752-16.2% | $4,194-25.0% |
| Participant deferral / active EE | $3,144 | $6,817-53.9% | $6,282-49.9% | $6,396-50.8% |
| Admin fee / account holder | $20 | $10,396-99.8% | $9,818-99.8% | $12,562-99.8% |