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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,717 | $98,766-74.0% | $149,730-82.8% | $79,852-67.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.81% | 27.43%-10.6pp | 276.70%-259.9pp | 31.72%-14.9pp |
| Employer contribution / active EE | $1,047 | $3,217-67.5% | $4,645-77.5% | $2,471-57.6% |
| Participant deferral / active EE | $4,540 | $5,681-20.1% | $6,843-33.6% | $3,740+21.4% |
| Admin fee / account holder | $50 | $6,052-99.2% | $9,310-99.5% | $5,306-99.1% |