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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,786 | $58,895-63.0% | $178,503-87.8% | $73,497-70.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.21% | 24.86%-9.7pp | 151.12%-135.9pp | 28.51%-13.3pp |
| Employer contribution / active EE | $2,019 | $2,236-9.7% | $5,011-59.7% | $2,270-11.1% |
| Participant deferral / active EE | $1,892 | $2,567-26.3% | $5,202-63.6% | $3,740-49.4% |
| Admin fee / account holder | $5 | $400-98.7% | $13,987-100.0% | $513-99.0% |