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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,793 | $100,279-85.2% | $81,353-81.8% | $145,884-89.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.73% | 34.49%-20.8pp | 24.82%-11.1pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,025 | $2,979-32.0% | $2,464-17.8% | $4,662-56.6% |
| Participant deferral / active EE | $1,626 | $4,611-64.7% | $3,885-58.1% | $6,690-75.7% |
| Admin fee / account holder | $14 | $8,206-99.8% | $5,766-99.8% | $13,392-99.9% |