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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,118 | $77,416-54.6% | $69,464-49.4% | $152,897-77.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 23.37% | 39.08%-15.7pp | 28.98%-5.6pp | 345.43%-322.1pp |
| Employer contribution / active EE | $1,191 | $3,315-64.1% | $2,779-57.1% | $4,764-75.0% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $204 | $6,208-96.7% | $3,840-94.7% | $11,599-98.2% |