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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,816 | $110,379-88.4% | $102,412-87.5% | $145,884-91.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.33% | 24.84%-8.5pp | 24.94%-8.6pp | 551.85%-535.5pp |
| Employer contribution / active EE | $2,871 | $4,216-31.9% | $3,870-25.8% | $4,662-38.4% |
| Participant deferral / active EE | $2,817 | $5,622-49.9% | $5,060-44.3% | $6,690-57.9% |
| Admin fee / account holder | $24 | $9,745-99.8% | $8,388-99.7% | $13,392-99.8% |