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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,201 | $69,274-82.4% | $64,097-81.0% | $139,487-91.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.56% | 46.00%-30.4pp | 33.75%-18.2pp | 373.84%-358.3pp |
| Employer contribution / active EE | $4,036 | $3,187+26.6% | $2,750+46.8% | $4,755-15.1% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $155 | $4,247-96.3% | $3,070-94.9% | $11,407-98.6% |