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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,853 | $106,247-87.0% | $96,515-85.6% | $139,466-90.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.67% | 38.47%-23.8pp | 35.73%-21.1pp | 373.66%-359.0pp |
| Employer contribution / active EE | $1,893 | $4,106-53.9% | $3,740-49.4% | $4,754-60.2% |
| Participant deferral / active EE | $2,682 | $5,456-50.8% | $4,880-45.0% | $6,712-60.0% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |