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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,243 | $99,053-93.7% | $88,179-92.9% | $138,895-95.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 22.14% | 78.17%-56.0pp | 64.97%-42.8pp | 145.39%-123.3pp |
| Employer contribution / active EE | $1,198 | $2,882-58.4% | $2,549-53.0% | $4,194-71.4% |
| Participant deferral / active EE | $1,557 | $5,225-70.2% | $4,614-66.2% | $6,396-75.7% |
| Admin fee / account holder | $31 | $8,748-99.6% | $7,673-99.6% | $12,562-99.8% |