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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,008 | $106,280-84.0% | $96,538-82.4% | $139,487-87.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 26.71% | 38.48%-11.8pp | 35.74%-9.0pp | 373.84%-347.1pp |
| Employer contribution / active EE | $2,308 | $4,107-43.8% | $3,740-38.3% | $4,755-51.5% |
| Participant deferral / active EE | $4,132 | $5,457-24.3% | $4,880-15.3% | $6,713-38.5% |
| Admin fee / account holder | $18 | $7,888-99.8% | $6,737-99.7% | $11,407-99.8% |