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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,016 | $103,957-80.7% | $69,182-71.1% | $273,968-92.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 10.01% | 35.28%-25.3pp | -21.94%+31.9pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,555 | $1,781-12.7% | $1,205+29.0% | $4,869-68.1% |
| Participant deferral / active EE | $8,740 | $2,716+221.8% | $1,896+360.9% | $5,287+65.3% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |