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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,479 | $110,410-89.6% | $102,437-88.8% | $145,897-92.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.52% | 24.85%-15.3pp | 24.95%-15.4pp | 552.29%-542.8pp |
| Employer contribution / active EE | $1,486 | $4,217-64.8% | $3,871-61.6% | $4,663-68.1% |
| Participant deferral / active EE | $3,665 | $5,622-34.8% | $5,060-27.6% | $6,689-45.2% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |