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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,514 | $97,125-87.1% | $86,233-85.5% | $137,256-90.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 26.49% | 74.19%-47.7pp | 61.39%-34.9pp | 220.34%-193.9pp |
| Employer contribution / active EE | $2,718 | $2,841-4.3% | $2,504+8.5% | $4,156-34.6% |
| Participant deferral / active EE | $3,585 | $5,180-30.8% | $4,559-21.4% | $6,407-44.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |