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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,508 | $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 | 17.10% | 74.19%-57.1pp | 61.39%-44.3pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,857 | $2,841-34.7% | $2,504-25.9% | $4,156-55.3% |
| Participant deferral / active EE | $3,095 | $5,180-40.3% | $4,559-32.1% | $6,407-51.7% |
| Admin fee / account holder | $127 | $9,725-98.7% | $8,342-98.5% | $12,270-99.0% |