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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,258 | $110,410-88.0% | $102,437-87.1% | $145,897-90.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.26% | 24.85%-13.6pp | 24.95%-13.7pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,774 | $4,217-57.9% | $3,871-54.2% | $4,663-62.0% |
| Participant deferral / active EE | $5,290 | $5,622-5.9% | $5,060+4.5% | $6,689-20.9% |
| Admin fee / account holder | $267 | $9,745-97.3% | $8,388-96.8% | $13,390-98.0% |