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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,448 | $110,337-76.0% | $102,383-74.2% | $145,877-81.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.36% | 24.83%-13.5pp | 24.94%-13.6pp | 551.28%-539.9pp |
| Employer contribution / active EE | $12,258 | $4,216+190.7% | $3,870+216.7% | $4,663+162.9% |
| Participant deferral / active EE | $11,500 | $5,621+104.6% | $5,060+127.3% | $6,691+71.9% |
| Admin fee / account holder | $120 | $9,750-98.8% | $8,391-98.6% | $13,402-99.1% |