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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,728 | $106,267-86.1% | $96,520-84.7% | $139,456-89.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.69% | 38.45%-13.8pp | 35.72%-11.0pp | 373.45%-348.8pp |
| Employer contribution / active EE | $2,181 | $4,105-46.9% | $3,739-41.7% | $4,753-54.1% |
| Participant deferral / active EE | $3,363 | $5,454-38.3% | $4,879-31.1% | $6,711-49.9% |
| Admin fee / account holder | $76 | $7,882-99.0% | $6,733-98.9% | $11,407-99.3% |