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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,151 | $110,337-89.0% | $102,383-88.1% | $145,877-91.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.69% | 24.83%-8.1pp | 24.94%-8.2pp | 551.28%-534.6pp |
| Employer contribution / active EE | $3,575 | $4,216-15.2% | $3,870-7.6% | $4,663-23.3% |
| Participant deferral / active EE | $5,579 | $5,621-0.7% | $5,060+10.3% | $6,691-16.6% |
| Admin fee / account holder | $15 | $9,750-99.8% | $8,391-99.8% | $13,402-99.9% |