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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,343 | $77,416-85.3% | $69,464-83.7% | $152,897-92.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 18.01% | 39.08%-21.1pp | 28.98%-11.0pp | 345.43%-327.4pp |
| Employer contribution / active EE | $2,116 | $3,315-36.2% | $2,779-23.9% | $4,764-55.6% |
| Participant deferral / active EE | $2,018 | $4,413-54.3% | $3,536-42.9% | $5,851-65.5% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |