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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,681 | $106,280-87.1% | $96,538-85.8% | $139,487-90.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.84% | 38.48%-18.6pp | 35.74%-15.9pp | 373.84%-354.0pp |
| Employer contribution / active EE | $2,055 | $4,107-50.0% | $3,740-45.1% | $4,755-56.8% |
| Participant deferral / active EE | $4,491 | $5,457-17.7% | $4,880-8.0% | $6,713-33.1% |
| Admin fee / account holder | $59 | $7,888-99.2% | $6,737-99.1% | $11,407-99.5% |