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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,567 | $96,491-80.8% | $75,888-75.5% | $152,870-87.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 18.63% | 33.98%-15.4pp | 30.76%-12.1pp | 345.34%-326.7pp |
| Employer contribution / active EE | $1,625 | $3,310-50.9% | $2,501-35.0% | $4,763-65.9% |
| Participant deferral / active EE | $2,950 | $4,553-35.2% | $3,603-18.1% | $5,850-49.6% |
| Admin fee / account holder | $0 | $8,079-100.0% | $5,419-100.0% | $11,597-100.0% |