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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,437 | $97,289-78.0% | $92,805-76.9% | $155,188-86.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 49.57% | 29.03%+20.5pp | 31.59%+18.0pp | 148.84%-99.3pp |
| Employer contribution / active EE | $207 | $3,632-94.3% | $3,424-94.0% | $4,248-95.1% |
| Participant deferral / active EE | $12,189 | $8,795+38.6% | $8,448+44.3% | $6,531+86.6% |
| Admin fee / account holder | $86 | $12,015-99.3% | $10,911-99.2% | $14,480-99.4% |