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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,949 | $95,193-83.2% | $76,523-79.2% | $135,382-88.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 9.67% | 4.85%+4.8pp | -0.27%+9.9pp | 519.77%-510.1pp |
| Employer contribution / active EE | $9,150 | $3,302+177.1% | $2,647+245.7% | $4,779+91.5% |
| Participant deferral / active EE | $6,541 | $4,639+41.0% | $3,835+70.5% | $5,609+16.6% |
| Admin fee / account holder | $19 | $6,249-99.7% | $4,848-99.6% | $10,829-99.8% |