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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,676 | $97,125-94.2% | $86,233-93.4% | $137,256-95.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.47% | 74.19%-52.7pp | 61.39%-39.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,439 | $2,841-49.4% | $2,504-42.6% | $4,156-65.4% |
| Participant deferral / active EE | $2,544 | $5,180-50.9% | $4,559-44.2% | $6,407-60.3% |
| Admin fee / account holder | $63 | $9,725-99.4% | $8,342-99.2% | $12,270-99.5% |