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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,056 | $99,053-92.9% | $88,179-92.0% | $138,895-94.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 20.86% | 78.17%-57.3pp | 64.97%-44.1pp | 145.39%-124.5pp |
| Employer contribution / active EE | $1,295 | $2,882-55.1% | $2,549-49.2% | $4,194-69.1% |
| Participant deferral / active EE | $1,628 | $5,225-68.9% | $4,614-64.7% | $6,396-74.6% |
| Admin fee / account holder | $156 | $8,748-98.2% | $7,673-98.0% | $12,562-98.8% |