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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,646 | $107,030-86.3% | $73,550-80.1% | $147,586-90.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 17.48% | 38.25%-20.8pp | -15.16%+32.6pp | 578.59%-561.1pp |
| Employer contribution / active EE | $2,616 | $1,760+48.6% | $1,219+114.6% | $4,876-46.4% |
| Participant deferral / active EE | $4,900 | $2,458+99.3% | $1,804+171.6% | $5,439-9.9% |
| Admin fee / account holder | $177 | $3,055-94.2% | $2,320-92.4% | $10,886-98.4% |