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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,974 | $101,618-69.5% | $93,063-66.7% | $137,256-77.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.41% | 223.95%-208.5pp | 34.15%-18.7pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,202 | $2,707-55.6% | $2,476-51.5% | $4,156-71.1% |
| Participant deferral / active EE | $1,683 | $4,279-60.7% | $3,958-57.5% | $6,407-73.7% |
| Admin fee / account holder | $94 | $6,198-98.5% | $6,033-98.4% | $12,270-99.2% |