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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,808 | $110,337-86.6% | $102,383-85.5% | $145,877-89.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.08% | 24.83%-7.8pp | 24.94%-7.9pp | 551.28%-534.2pp |
| Employer contribution / active EE | $2,121 | $4,216-49.7% | $3,870-45.2% | $4,663-54.5% |
| Participant deferral / active EE | $4,447 | $5,621-20.9% | $5,060-12.1% | $6,691-33.5% |
| Admin fee / account holder | $67 | $9,750-99.3% | $8,391-99.2% | $13,402-99.5% |