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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,567 | $97,125-79.9% | $86,233-77.3% | $137,256-85.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.57% | 74.19%-52.6pp | 61.39%-39.8pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,688 | $2,841-40.6% | $2,504-32.6% | $4,156-59.4% |
| Participant deferral / active EE | $2,062 | $5,180-60.2% | $4,559-54.8% | $6,407-67.8% |
| Admin fee / account holder | $30 | $9,725-99.7% | $8,342-99.6% | $12,270-99.8% |