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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,758 | $124,351-83.3% | $109,188-81.0% | $167,553-87.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.44% | 26.04%-12.6pp | 25.76%-12.3pp | 478.89%-465.5pp |
| Employer contribution / active EE | $803 | $4,210-80.9% | $3,723-78.4% | $4,840-83.4% |
| Participant deferral / active EE | $2,068 | $5,257-60.7% | $4,654-55.6% | $6,343-67.4% |
| Admin fee / account holder | $94 | $7,975-98.8% | $6,755-98.6% | $12,316-99.2% |