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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,101 | $117,846-82.9% | $102,434-80.4% | $145,884-86.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.64% | 31.90%-20.3pp | 29.46%-17.8pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,505 | $3,615-30.7% | $3,023-17.1% | $4,662-46.3% |
| Participant deferral / active EE | $3,988 | $5,733-30.4% | $5,055-21.1% | $6,690-40.4% |
| Admin fee / account holder | $192 | $13,356-98.6% | $9,462-98.0% | $13,392-98.6% |