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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,880 | $97,125-85.7% | $86,233-83.9% | $137,256-89.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.65% | 74.19%-51.5pp | 61.39%-38.7pp | 220.34%-197.7pp |
| Employer contribution / active EE | $318 | $2,841-88.8% | $2,504-87.3% | $4,156-92.4% |
| Participant deferral / active EE | $4,741 | $5,180-8.5% | $4,559+4.0% | $6,407-26.0% |
| Admin fee / account holder | $31 | $9,725-99.7% | $8,342-99.6% | $12,270-99.8% |