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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,823 | $103,392-73.1% | $87,104-68.1% | $152,897-81.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 27.39% | 28.10%-0.7pp | 28.19%-0.8pp | 345.43%-318.0pp |
| Employer contribution / active EE | $1,686 | $3,221-47.7% | $2,521-33.2% | $4,764-64.6% |
| Participant deferral / active EE | $3,309 | $4,778-30.8% | $4,048-18.3% | $5,851-43.5% |
| Admin fee / account holder | $30 | $12,194-99.8% | $7,491-99.6% | $11,599-99.7% |