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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,978 | $65,961-66.7% | $180,320-87.8% | $94,015-76.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 71.5%+28.5pp | 70.8%+29.2pp |
| Annual return | 15.25% | 14.27%+1.0pp | 778.54%-763.3pp | 17.84%-2.6pp |
| Employer contribution / active EE | $1,779 | $1,737+2.4% | $4,108-56.7% | $2,790-36.2% |
| Participant deferral / active EE | $0 | $3,003-100.0% | $4,304-100.0% | $4,249-100.0% |
| Admin fee / account holder | $299 | $4,901-93.9% | $10,000-97.0% | $8,951-96.7% |