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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,805 | $100,970-86.3% | $96,576-85.7% | $137,256-89.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.95% | 38.16%-14.2pp | 38.47%-14.5pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,543 | $3,809-59.5% | $3,553-56.6% | $4,156-62.9% |
| Participant deferral / active EE | $5,172 | $8,286-37.6% | $7,956-35.0% | $6,407-19.3% |
| Admin fee / account holder | $36 | $11,312-99.7% | $11,381-99.7% | $12,270-99.7% |