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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,647 | $106,280-82.5% | $96,538-80.7% | $139,487-86.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.36% | 38.48%-23.1pp | 35.74%-20.4pp | 373.84%-358.5pp |
| Employer contribution / active EE | $4,163 | $4,107+1.4% | $3,740+11.3% | $4,755-12.4% |
| Participant deferral / active EE | $2,152 | $5,457-60.6% | $4,880-55.9% | $6,713-67.9% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |