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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,639 | $124,980-87.5% | $108,359-85.6% | $154,746-89.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 22.08% | 45.00%-22.9pp | 36.89%-14.8pp | 172.34%-150.3pp |
| Employer contribution / active EE | $1,520 | $2,851-46.7% | $2,399-36.6% | $4,379-65.3% |
| Participant deferral / active EE | $2,296 | $4,743-51.6% | $4,137-44.5% | $6,730-65.9% |
| Admin fee / account holder | $37 | $11,502-99.7% | $9,741-99.6% | $14,365-99.7% |