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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,950 | $110,410-88.3% | $102,437-87.4% | $145,897-91.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.27% | 24.85%-10.6pp | 24.95%-10.7pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,507 | $4,217-64.3% | $3,871-61.1% | $4,663-67.7% |
| Participant deferral / active EE | $7,268 | $5,622+29.3% | $5,060+43.6% | $6,689+8.6% |
| Admin fee / account holder | $61 | $9,745-99.4% | $8,388-99.3% | $13,390-99.5% |