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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,116 | $114,119-89.4% | $107,187-88.7% | $138,895-91.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 31.18% | 273.21%-242.0pp | 204.55%-173.4pp | 145.39%-114.2pp |
| Employer contribution / active EE | $1,714 | $4,059-57.8% | $3,782-54.7% | $4,194-59.1% |
| Participant deferral / active EE | $6,208 | $5,538+12.1% | $5,096+21.8% | $6,396-2.9% |
| Admin fee / account holder | $14 | $10,024-99.9% | $9,162-99.9% | $12,562-99.9% |