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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,506 | $106,280-87.3% | $96,538-86.0% | $139,487-90.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.29% | 38.48%-20.2pp | 35.74%-17.4pp | 373.84%-355.6pp |
| Employer contribution / active EE | $1,988 | $4,107-51.6% | $3,740-46.8% | $4,755-58.2% |
| Participant deferral / active EE | $2,388 | $5,457-56.2% | $4,880-51.1% | $6,713-64.4% |
| Admin fee / account holder | $111 | $7,888-98.6% | $6,737-98.4% | $11,407-99.0% |