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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,354 | $176,402-68.1% | $134,162-58.0% | $158,966-64.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.73% | 63.66%-50.9pp | 36.35%-23.6pp | 302.95%-290.2pp |
| Employer contribution / active EE | $759 | $5,042-84.9% | $3,705-79.5% | $4,762-84.1% |
| Participant deferral / active EE | $1,821 | $4,093-55.5% | $3,500-48.0% | $5,983-69.6% |
| Admin fee / account holder | $9 | $8,719-99.9% | $6,685-99.9% | $11,250-99.9% |