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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,147 | $108,212-78.6% | $77,513-70.1% | $158,966-85.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 16.44% | 31.67%-15.2pp | 54.81%-38.4pp | 302.95%-286.5pp |
| Employer contribution / active EE | $1,857 | $1,325+40.1% | $987+88.2% | $4,762-61.0% |
| Participant deferral / active EE | $2,321 | $2,455-5.5% | $1,861+24.7% | $5,983-61.2% |
| Admin fee / account holder | $140 | $3,709-96.2% | $2,859-95.1% | $11,250-98.8% |