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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,386 | $127,387-80.1% | $115,038-77.9% | $125,389-79.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.88% | 31.28%-32.2pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,811 | $5,166-64.9% | $4,608-60.7% | $4,866-62.8% |
| Participant deferral / active EE | $11,625 | $6,423+81.0% | $6,026+92.9% | $5,352+117.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |