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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,754 | $100,901-84.4% | $75,670-79.2% | $147,585-89.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 11.10% | 35.78%-24.7pp | 27.34%-16.2pp | 578.57%-567.5pp |
| Employer contribution / active EE | $2,010 | $3,253-38.2% | $2,352-14.6% | $4,876-58.8% |
| Participant deferral / active EE | $6,227 | $4,027+54.6% | $3,142+98.2% | $5,439+14.5% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |