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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,283 | $85,024-84.4% | $70,544-81.2% | $139,466-90.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 21.49% | 30.39%-8.9pp | 32.79%-11.3pp | 373.66%-352.2pp |
| Employer contribution / active EE | $2,023 | $3,912-48.3% | $2,976-32.0% | $4,754-57.4% |
| Participant deferral / active EE | $3,409 | $5,891-42.1% | $4,568-25.4% | $6,712-49.2% |
| Admin fee / account holder | $5 | $8,928-99.9% | $6,427-99.9% | $11,409-100.0% |