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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,021 | $138,312-81.9% | $122,979-79.7% | $155,188-83.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 14.27% | 22.06%-7.8pp | 20.12%-5.8pp | 148.84%-134.6pp |
| Employer contribution / active EE | $1,028 | $3,530-70.9% | $3,062-66.4% | $4,248-75.8% |
| Participant deferral / active EE | $8,936 | $5,592+59.8% | $5,003+78.6% | $6,531+36.8% |
| Admin fee / account holder | $208 | $15,089-98.6% | $12,864-98.4% | $14,480-98.6% |