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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,741 | $77,416-78.4% | $69,464-75.9% | $152,897-89.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 26.76% | 39.08%-12.3pp | 28.98%-2.2pp | 345.43%-318.7pp |
| Employer contribution / active EE | $1,186 | $3,315-64.2% | $2,779-57.3% | $4,764-75.1% |
| Participant deferral / active EE | $7,661 | $4,413+73.6% | $3,536+116.7% | $5,851+30.9% |
| Admin fee / account holder | $58 | $6,208-99.1% | $3,840-98.5% | $11,599-99.5% |