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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,384 | $97,125-83.1% | $86,233-81.0% | $137,256-88.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.91% | 74.19%-54.3pp | 61.39%-41.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $812 | $2,841-71.4% | $2,504-67.6% | $4,156-80.5% |
| Participant deferral / active EE | $880 | $5,180-83.0% | $4,559-80.7% | $6,407-86.3% |
| Admin fee / account holder | $48 | $9,725-99.5% | $8,342-99.4% | $12,270-99.6% |