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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,060 | $84,236-82.1% | $170,435-91.2% | $70,126-78.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 29.32% | 23.06%+6.3pp | 205.94%-176.6pp | 73.15%-43.8pp |
| Employer contribution / active EE | $1,771 | $3,387-47.7% | $5,432-67.4% | $2,343-24.4% |
| Participant deferral / active EE | $1,082 | $3,086-64.9% | $4,939-78.1% | $3,332-67.5% |
| Admin fee / account holder | $83 | $5,698-98.5% | $13,881-99.4% | $4,645-98.2% |