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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,075 | $127,296-85.8% | $109,907-83.6% | $167,536-89.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 16.63% | 22.97%-6.3pp | 29.46%-12.8pp | 478.82%-462.2pp |
| Employer contribution / active EE | $2,131 | $3,325-35.9% | $2,844-25.1% | $4,839-56.0% |
| Participant deferral / active EE | $10,213 | $4,513+126.3% | $4,047+152.4% | $6,342+61.0% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |