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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,948 | $123,155-82.2% | $108,753-79.8% | $155,188-85.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 13.59% | 44.73%-31.1pp | 37.47%-23.9pp | 148.84%-135.2pp |
| Employer contribution / active EE | $1,293 | $2,811-54.0% | $2,427-46.7% | $4,248-69.6% |
| Participant deferral / active EE | $5,021 | $4,623+8.6% | $4,115+22.0% | $6,531-23.1% |
| Admin fee / account holder | $66 | $12,126-99.5% | $10,320-99.4% | $14,480-99.5% |