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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,613 | $106,247-84.4% | $96,515-82.8% | $139,466-88.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 40.71% | 38.47%+2.2pp | 35.73%+5.0pp | 373.66%-333.0pp |
| Employer contribution / active EE | $1,856 | $4,106-54.8% | $3,740-50.4% | $4,754-61.0% |
| Participant deferral / active EE | $7,304 | $5,456+33.9% | $4,880+49.7% | $6,712+8.8% |
| Admin fee / account holder | $91 | $7,885-98.8% | $6,735-98.6% | $11,409-99.2% |