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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,716 | $97,125-86.9% | $86,233-85.3% | $137,256-90.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.80% | 74.19%-52.4pp | 61.39%-39.6pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,367 | $2,841-16.7% | $2,504-5.5% | $4,156-43.0% |
| Participant deferral / active EE | $3,137 | $5,180-39.4% | $4,559-31.2% | $6,407-51.0% |
| Admin fee / account holder | $111 | $9,725-98.9% | $8,342-98.7% | $12,270-99.1% |