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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,755 | $110,410-77.6% | $102,437-75.8% | $145,897-83.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.93% | 24.85%-14.9pp | 24.95%-15.0pp | 552.29%-542.4pp |
| Employer contribution / active EE | $5,124 | $4,217+21.5% | $3,871+32.4% | $4,663+9.9% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $273 | $9,745-97.2% | $8,388-96.7% | $13,390-98.0% |