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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,324 | $110,410-81.6% | $102,437-80.2% | $145,897-86.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.60% | 24.85%-12.3pp | 24.95%-12.4pp | 552.29%-539.7pp |
| Employer contribution / active EE | $2,698 | $4,217-36.0% | $3,871-30.3% | $4,663-42.1% |
| Participant deferral / active EE | $2,616 | $5,622-53.5% | $5,060-48.3% | $6,689-60.9% |
| Admin fee / account holder | $197 | $9,745-98.0% | $8,388-97.7% | $13,390-98.5% |