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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,492 | $115,917-83.2% | $100,535-80.6% | $158,982-87.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 27.63% | 34.80%-7.2pp | 30.90%-3.3pp | 302.99%-275.4pp |
| Employer contribution / active EE | $2,058 | $4,105-49.9% | $3,419-39.8% | $4,763-56.8% |
| Participant deferral / active EE | $4,962 | $6,677-25.7% | $6,271-20.9% | $5,983-17.1% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |