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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,893 | $104,709-81.0% | $85,705-76.8% | $167,553-88.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 19.50% | 21.45%-2.0pp | 21.49%-2.0pp | 478.89%-459.4pp |
| Employer contribution / active EE | $2,933 | $3,338-12.1% | $2,619+12.0% | $4,840-39.4% |
| Participant deferral / active EE | $4,407 | $4,827-8.7% | $3,924+12.3% | $6,343-30.5% |
| Admin fee / account holder | $20 | $10,036-99.8% | $6,877-99.7% | $12,316-99.8% |