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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,020 | $117,829-78.8% | $102,423-75.6% | $145,877-82.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.32% | 31.83%-17.5pp | 29.42%-15.1pp | 551.28%-537.0pp |
| Employer contribution / active EE | $3,526 | $3,615-2.4% | $3,023+16.6% | $4,663-24.4% |
| Participant deferral / active EE | $4,633 | $5,732-19.2% | $5,054-8.3% | $6,691-30.8% |
| Admin fee / account holder | $31 | $13,335-99.8% | $9,455-99.7% | $13,402-99.8% |