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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,733 | $99,053-79.1% | $88,179-76.5% | $138,895-85.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 21.98% | 78.17%-56.2pp | 64.97%-43.0pp | 145.39%-123.4pp |
| Employer contribution / active EE | $818 | $2,882-71.6% | $2,549-67.9% | $4,194-80.5% |
| Participant deferral / active EE | $955 | $5,225-81.7% | $4,614-79.3% | $6,396-85.1% |
| Admin fee / account holder | $56 | $8,748-99.4% | $7,673-99.3% | $12,562-99.6% |