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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,803 | $117,846-83.2% | $102,434-80.7% | $145,884-86.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.31% | 31.90%-20.6pp | 29.46%-18.1pp | 551.85%-540.5pp |
| Employer contribution / active EE | $2,265 | $3,615-37.3% | $3,023-25.1% | $4,662-51.4% |
| Participant deferral / active EE | $1,773 | $5,733-69.1% | $5,055-64.9% | $6,690-73.5% |
| Admin fee / account holder | $252 | $13,356-98.1% | $9,462-97.3% | $13,392-98.1% |