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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,788 | $97,125-87.9% | $86,233-86.3% | $137,256-91.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 23.35% | 74.19%-50.8pp | 61.39%-38.0pp | 220.34%-197.0pp |
| Employer contribution / active EE | $1,841 | $2,841-35.2% | $2,504-26.5% | $4,156-55.7% |
| Participant deferral / active EE | $3,025 | $5,180-41.6% | $4,559-33.7% | $6,407-52.8% |
| Admin fee / account holder | $9 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |