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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,806 | $110,337-86.6% | $102,383-85.5% | $145,877-89.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.49% | 24.83%-9.3pp | 24.94%-9.4pp | 551.28%-535.8pp |
| Employer contribution / active EE | $2,440 | $4,216-42.1% | $3,870-37.0% | $4,663-47.7% |
| Participant deferral / active EE | $6,798 | $5,621+20.9% | $5,060+34.4% | $6,691+1.6% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |