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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,786 | $84,236-67.0% | $170,435-83.7% | $70,126-60.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.76% | 23.06%-8.3pp | 205.94%-191.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,202 | $3,387-64.5% | $5,432-77.9% | $2,343-48.7% |
| Participant deferral / active EE | $893 | $3,086-71.1% | $4,939-81.9% | $3,332-73.2% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |