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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,753 | $99,053-87.1% | $88,179-85.5% | $138,895-90.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 26.25% | 78.17%-51.9pp | 64.97%-38.7pp | 145.39%-119.1pp |
| Employer contribution / active EE | $1,594 | $2,882-44.7% | $2,549-37.5% | $4,194-62.0% |
| Participant deferral / active EE | $3,787 | $5,225-27.5% | $4,614-17.9% | $6,396-40.8% |
| Admin fee / account holder | $11 | $8,748-99.9% | $7,673-99.9% | $12,562-99.9% |