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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,717 | $110,379-73.1% | $102,412-71.0% | $145,884-79.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.08% | 24.84%-12.8pp | 24.94%-12.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $1,130 | $4,216-73.2% | $3,870-70.8% | $4,662-75.8% |
| Participant deferral / active EE | $1,978 | $5,622-64.8% | $5,060-60.9% | $6,690-70.4% |
| Admin fee / account holder | $13 | $9,745-99.9% | $8,388-99.9% | $13,392-99.9% |