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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,838 | $110,410-83.8% | $102,437-82.6% | $145,897-87.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.52% | 24.85%-8.3pp | 24.95%-8.4pp | 552.29%-535.8pp |
| Employer contribution / active EE | $2,305 | $4,217-45.4% | $3,871-40.5% | $4,663-50.6% |
| Participant deferral / active EE | $6,056 | $5,622+7.7% | $5,060+19.7% | $6,689-9.5% |
| Admin fee / account holder | $18 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |