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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,240 | $89,367-74.0% | $141,191-83.5% | $72,975-68.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.51% | 111.87%-90.4pp | 71.41%-49.9pp | 81.01%-59.5pp |
| Employer contribution / active EE | $1,042 | $3,115-66.6% | $4,736-78.0% | $2,440-57.3% |
| Participant deferral / active EE | $4,663 | $5,419-13.9% | $6,710-30.5% | $3,608+29.3% |
| Admin fee / account holder | $60 | $5,957-99.0% | $10,264-99.4% | $5,124-98.8% |