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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,302 | $100,004-89.7% | $81,438-87.4% | $145,959-92.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.05% | 34.34%-22.3pp | 24.74%-12.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,508 | $2,970-49.2% | $2,460-38.7% | $4,661-67.6% |
| Participant deferral / active EE | $2,773 | $4,603-39.8% | $3,883-28.6% | $6,689-58.5% |
| Admin fee / account holder | $112 | $8,202-98.6% | $5,764-98.1% | $13,398-99.2% |