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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,623 | $97,125-94.2% | $86,233-93.5% | $137,256-95.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.12% | 74.19%-52.1pp | 61.39%-39.3pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,537 | $2,841-45.9% | $2,504-38.6% | $4,156-63.0% |
| Participant deferral / active EE | $1,537 | $5,180-70.3% | $4,559-66.3% | $6,407-76.0% |
| Admin fee / account holder | $20 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |