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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,479 | $97,125-86.1% | $86,233-84.4% | $137,256-90.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 26.84% | 74.19%-47.3pp | 61.39%-34.5pp | 220.34%-193.5pp |
| Employer contribution / active EE | $1,721 | $2,841-39.4% | $2,504-31.3% | $4,156-58.6% |
| Participant deferral / active EE | $4,873 | $5,180-5.9% | $4,559+6.9% | $6,407-23.9% |
| Admin fee / account holder | $206 | $9,725-97.9% | $8,342-97.5% | $12,270-98.3% |