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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,955 | $116,167-94.9% | $64,489-90.8% | $137,256-95.7% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 20.74% | 36.55%-15.8pp | 55.03%-34.3pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,181 | $2,483-52.4% | $1,523-22.5% | $4,156-71.6% |
| Participant deferral / active EE | $1,282 | $4,215-69.6% | $2,778-53.9% | $6,407-80.0% |
| Admin fee / account holder | $11 | $6,188-99.8% | $4,260-99.7% | $12,270-99.9% |