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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,520 | $106,247-85.4% | $96,515-83.9% | $139,466-88.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.56% | 38.47%-17.9pp | 35.73%-15.2pp | 373.66%-353.1pp |
| Employer contribution / active EE | $2,771 | $4,106-32.5% | $3,740-25.9% | $4,754-41.7% |
| Participant deferral / active EE | $4,780 | $5,456-12.4% | $4,880-2.0% | $6,712-28.8% |
| Admin fee / account holder | $15 | $7,885-99.8% | $6,735-99.8% | $11,409-99.9% |