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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,957 | $127,296-83.5% | $109,907-80.9% | $167,536-87.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 20.39% | 22.97%-2.6pp | 29.46%-9.1pp | 478.82%-458.4pp |
| Employer contribution / active EE | $2,939 | $3,325-11.6% | $2,844+3.3% | $4,839-39.3% |
| Participant deferral / active EE | $3,774 | $4,513-16.4% | $4,047-6.7% | $6,342-40.5% |
| Admin fee / account holder | $103 | $7,119-98.6% | $6,069-98.3% | $12,315-99.2% |