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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,805 | $110,410-78.4% | $102,437-76.8% | $145,897-83.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.74% | 24.85%-6.1pp | 24.95%-6.2pp | 552.29%-533.6pp |
| Employer contribution / active EE | $13,146 | $4,217+211.7% | $3,871+239.6% | $4,663+181.9% |
| Participant deferral / active EE | $4,506 | $5,622-19.8% | $5,060-11.0% | $6,689-32.6% |
| Admin fee / account holder | $86 | $9,745-99.1% | $8,388-99.0% | $13,390-99.4% |