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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,639 | $115,225-86.4% | $100,712-84.5% | $138,895-88.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 22.08% | 40.35%-18.3pp | 33.27%-11.2pp | 145.39%-123.3pp |
| Employer contribution / active EE | $1,520 | $2,771-45.1% | $2,313-34.3% | $4,194-63.8% |
| Participant deferral / active EE | $2,296 | $4,699-51.1% | $4,085-43.8% | $6,396-64.1% |
| Admin fee / account holder | $37 | $10,844-99.7% | $9,256-99.6% | $12,562-99.7% |