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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,892 | $115,917-83.7% | $100,535-81.2% | $158,982-88.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 25.21% | 34.80%-9.6pp | 30.90%-5.7pp | 302.99%-277.8pp |
| Employer contribution / active EE | $1,445 | $4,105-64.8% | $3,419-57.7% | $4,763-69.7% |
| Participant deferral / active EE | $3,006 | $6,677-55.0% | $6,271-52.1% | $5,983-49.8% |
| Admin fee / account holder | $36 | $11,002-99.7% | $8,085-99.6% | $11,252-99.7% |