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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,279 | $91,198-69.0% | $178,503-84.2% | $79,856-64.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.16% | 24.20%-5.0pp | 151.12%-132.0pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,046 | $3,257-37.2% | $5,011-59.2% | $2,471-17.2% |
| Participant deferral / active EE | $2,960 | $3,237-8.5% | $5,202-43.1% | $3,741-20.9% |
| Admin fee / account holder | $60 | $6,748-99.1% | $13,987-99.6% | $5,306-98.9% |