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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,898 | $110,410-84.7% | $102,437-83.5% | $145,897-88.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.15% | 24.85%-7.7pp | 24.95%-7.8pp | 552.29%-535.1pp |
| Employer contribution / active EE | $2,088 | $4,217-50.5% | $3,871-46.1% | $4,663-55.2% |
| Participant deferral / active EE | $12,686 | $5,622+125.7% | $5,060+150.7% | $6,689+89.6% |
| Admin fee / account holder | $58 | $9,745-99.4% | $8,388-99.3% | $13,390-99.6% |