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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,377 | $77,416-72.4% | $69,464-69.2% | $152,897-86.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 11.94% | 39.08%-27.1pp | 28.98%-17.0pp | 345.43%-333.5pp |
| Employer contribution / active EE | $3,048 | $3,315-8.0% | $2,779+9.7% | $4,764-36.0% |
| Participant deferral / active EE | $10,240 | $4,413+132.0% | $3,536+189.6% | $5,851+75.0% |
| Admin fee / account holder | $59 | $6,208-99.0% | $3,840-98.5% | $11,599-99.5% |