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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,506 | $110,379-89.6% | $102,412-88.8% | $145,884-92.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.56% | 24.84%-1.3pp | 24.94%-1.4pp | 551.85%-528.3pp |
| Employer contribution / active EE | $3,057 | $4,216-27.5% | $3,870-21.0% | $4,662-34.4% |
| Participant deferral / active EE | $8,345 | $5,622+48.4% | $5,060+64.9% | $6,690+24.7% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |