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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,793 | $100,262-85.2% | $81,370-81.8% | $145,897-89.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.73% | 34.52%-20.8pp | 24.85%-11.1pp | 552.29%-538.6pp |
| Employer contribution / active EE | $2,025 | $2,979-32.0% | $2,464-17.8% | $4,663-56.6% |
| Participant deferral / active EE | $1,626 | $4,612-64.7% | $3,885-58.1% | $6,689-75.7% |
| Admin fee / account holder | $14 | $8,163-99.8% | $5,749-99.8% | $13,390-99.9% |