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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,656 | $106,247-88.1% | $96,515-86.9% | $139,466-90.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 28.66% | 38.47%-9.8pp | 35.73%-7.1pp | 373.66%-345.0pp |
| Employer contribution / active EE | $2,137 | $4,106-47.9% | $3,740-42.8% | $4,754-55.0% |
| Participant deferral / active EE | $5,326 | $5,456-2.4% | $4,880+9.1% | $6,712-20.7% |
| Admin fee / account holder | $28 | $7,885-99.6% | $6,735-99.6% | $11,409-99.8% |