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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,386 | $124,980-86.9% | $108,359-84.9% | $154,746-89.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 9.86% | 45.00%-35.1pp | 36.89%-27.0pp | 172.34%-162.5pp |
| Employer contribution / active EE | $5,347 | $2,851+87.6% | $2,399+122.9% | $4,379+22.1% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $101 | $11,502-99.1% | $9,741-99.0% | $14,365-99.3% |