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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,571 | $110,379-78.6% | $102,412-77.0% | $145,884-83.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.40% | 24.84%-8.4pp | 24.94%-8.5pp | 551.85%-535.4pp |
| Employer contribution / active EE | $2,635 | $4,216-37.5% | $3,870-31.9% | $4,662-43.5% |
| Participant deferral / active EE | $3,792 | $5,622-32.5% | $5,060-25.1% | $6,690-43.3% |
| Admin fee / account holder | $140 | $9,745-98.6% | $8,388-98.3% | $13,392-99.0% |