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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,417 | $105,856-42.9% | $90,161-33.0% | $147,586-59.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 26.20% | 37.63%-11.4pp | 34.89%-8.7pp | 578.59%-552.4pp |
| Employer contribution / active EE | $1,264 | $4,126-69.4% | $3,318-61.9% | $4,876-74.1% |
| Participant deferral / active EE | $11,300 | $5,733+97.1% | $5,287+113.7% | $5,439+107.8% |
| Admin fee / account holder | $80 | $8,046-99.0% | $5,943-98.7% | $10,886-99.3% |