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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,016 | $77,416-80.6% | $69,464-78.4% | $152,897-90.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 18.10% | 39.08%-21.0pp | 28.98%-10.9pp | 345.43%-327.3pp |
| Employer contribution / active EE | $1,094 | $3,315-67.0% | $2,779-60.6% | $4,764-77.0% |
| Participant deferral / active EE | $1,269 | $4,413-71.2% | $3,536-64.1% | $5,851-78.3% |
| Admin fee / account holder | $91 | $6,208-98.5% | $3,840-97.6% | $11,599-99.2% |