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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,056 | $97,125-92.7% | $86,233-91.8% | $137,256-94.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.86% | 74.19%-53.3pp | 61.39%-40.5pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,295 | $2,841-54.4% | $2,504-48.3% | $4,156-68.8% |
| Participant deferral / active EE | $1,628 | $5,180-68.6% | $4,559-64.3% | $6,407-74.6% |
| Admin fee / account holder | $156 | $9,725-98.4% | $8,342-98.1% | $12,270-98.7% |