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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,131 | $110,379-89.0% | $102,412-88.2% | $145,884-91.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.62% | 24.84%-13.2pp | 24.94%-13.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,949 | $4,216-30.1% | $3,870-23.8% | $4,662-36.8% |
| Participant deferral / active EE | $3,104 | $5,622-44.8% | $5,060-38.7% | $6,690-53.6% |
| Admin fee / account holder | $180 | $9,745-98.2% | $8,388-97.9% | $13,392-98.7% |