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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,330 | $106,280-68.6% | $96,538-65.5% | $139,487-76.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.00% | 38.48%-20.5pp | 35.74%-17.7pp | 373.84%-355.8pp |
| Employer contribution / active EE | $1,400 | $4,107-65.9% | $3,740-62.6% | $4,755-70.6% |
| Participant deferral / active EE | $8,199 | $5,457+50.3% | $4,880+68.0% | $6,713+22.1% |
| Admin fee / account holder | $185 | $7,888-97.7% | $6,737-97.3% | $11,407-98.4% |