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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,209 | $110,337-87.1% | $102,383-86.1% | $145,877-90.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.83% | 24.83%-7.0pp | 24.94%-7.1pp | 551.28%-533.5pp |
| Employer contribution / active EE | $1,616 | $4,216-61.7% | $3,870-58.3% | $4,663-65.4% |
| Participant deferral / active EE | $6,811 | $5,621+21.2% | $5,060+34.6% | $6,691+1.8% |
| Admin fee / account holder | $9 | $9,750-99.9% | $8,391-99.9% | $13,402-99.9% |