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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,250 | $117,846-82.0% | $102,434-79.3% | $145,884-85.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.36% | 31.90%-16.5pp | 29.46%-14.1pp | 551.85%-536.5pp |
| Employer contribution / active EE | $2,050 | $3,615-43.3% | $3,023-32.2% | $4,662-56.0% |
| Participant deferral / active EE | $2,940 | $5,733-48.7% | $5,055-41.8% | $6,690-56.1% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |