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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,421 | $99,053-84.4% | $88,179-82.5% | $138,895-88.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 23.41% | 78.17%-54.8pp | 64.97%-41.6pp | 145.39%-122.0pp |
| Employer contribution / active EE | $1,100 | $2,882-61.8% | $2,549-56.9% | $4,194-73.8% |
| Participant deferral / active EE | $1,375 | $5,225-73.7% | $4,614-70.2% | $6,396-78.5% |
| Admin fee / account holder | $34 | $8,748-99.6% | $7,673-99.6% | $12,562-99.7% |