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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,004 | $116,167-89.7% | $64,489-81.4% | $137,256-91.3% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 23.37% | 36.55%-13.2pp | 55.03%-31.7pp | 220.34%-197.0pp |
| Employer contribution / active EE | $2,053 | $2,483-17.3% | $1,523+34.8% | $4,156-50.6% |
| Participant deferral / active EE | $2,272 | $4,215-46.1% | $2,778-18.2% | $6,407-64.5% |
| Admin fee / account holder | $22 | $6,188-99.6% | $4,260-99.5% | $12,270-99.8% |