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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,620 | $110,379-88.6% | $102,412-87.7% | $145,884-91.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.33% | 24.84%-10.5pp | 24.94%-10.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $1,595 | $4,216-62.2% | $3,870-58.8% | $4,662-65.8% |
| Participant deferral / active EE | $6,015 | $5,622+7.0% | $5,060+18.9% | $6,690-10.1% |
| Admin fee / account holder | $72 | $9,745-99.3% | $8,388-99.1% | $13,392-99.5% |