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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,953 | $101,618-95.1% | $93,063-94.7% | $137,256-96.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.76% | 223.95%-209.2pp | 34.15%-19.4pp | 220.34%-205.6pp |
| Employer contribution / active EE | $648 | $2,707-76.1% | $2,476-73.8% | $4,156-84.4% |
| Participant deferral / active EE | $1,609 | $4,279-62.4% | $3,958-59.4% | $6,407-74.9% |
| Admin fee / account holder | $109 | $6,198-98.2% | $6,033-98.2% | $12,270-99.1% |