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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,234 | $172,111-92.3% | $150,298-91.2% | $137,256-90.4% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 23.81% | 69.37%-45.6pp | 62.79%-39.0pp | 220.34%-196.5pp |
| Employer contribution / active EE | $1,862 | $4,636-59.8% | $4,154-55.2% | $4,156-55.2% |
| Participant deferral / active EE | $2,934 | $6,166-52.4% | $5,453-46.2% | $6,407-54.2% |
| Admin fee / account holder | $29 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |