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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,911 | $94,783-84.3% | $72,080-79.3% | $147,586-89.9% |
| Participation rate | 94.7% | 78.0%+16.7pp | 61.0%+33.7pp | 82.8%+11.9pp |
| Annual return | 24.40% | 34.14%-9.7pp | 33.09%-8.7pp | 578.59%-554.2pp |
| Employer contribution / active EE | $2,689 | $3,637-26.1% | $2,666+0.9% | $4,876-44.9% |
| Participant deferral / active EE | $2,962 | $6,183-52.1% | $4,691-36.9% | $5,439-45.5% |
| Admin fee / account holder | $0 | $984-100.0% | $977-100.0% | $10,886-100.0% |