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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,456 | $106,247-86.4% | $96,515-85.0% | $139,466-89.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.27% | 38.47%-18.2pp | 35.73%-15.5pp | 373.66%-353.4pp |
| Employer contribution / active EE | $1,523 | $4,106-62.9% | $3,740-59.3% | $4,754-68.0% |
| Participant deferral / active EE | $2,447 | $5,456-55.2% | $4,880-49.9% | $6,712-63.5% |
| Admin fee / account holder | $91 | $7,885-98.9% | $6,735-98.7% | $11,409-99.2% |