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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,020 | $97,125-83.5% | $86,233-81.4% | $137,256-88.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.49% | 74.19%-54.7pp | 61.39%-41.9pp | 220.34%-200.8pp |
| Employer contribution / active EE | $706 | $2,841-75.2% | $2,504-71.8% | $4,156-83.0% |
| Participant deferral / active EE | $1,537 | $5,180-70.3% | $4,559-66.3% | $6,407-76.0% |
| Admin fee / account holder | $172 | $9,725-98.2% | $8,342-97.9% | $12,270-98.6% |