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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,401 | $90,486-80.8% | $78,676-77.9% | $273,972-93.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.31% | 75.62%-63.3pp | 62.19%-49.9pp | 41.46%-29.2pp |
| Employer contribution / active EE | $10,420 | $3,175+228.2% | $2,850+265.6% | $4,869+114.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $256 | $5,263-95.1% | $4,510-94.3% | $10,133-97.5% |