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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,179 | $49,897-77.6% | $80,648-86.1% | $75,177-85.1% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 18.27% | 34.68%-16.4pp | 937.21%-918.9pp | 160.75%-142.5pp |
| Employer contribution / active EE | $1,734 | $1,699+2.0% | $2,724-36.3% | $2,671-35.1% |
| Participant deferral / active EE | $3,454 | $2,992+15.4% | $4,443-22.3% | $4,126-16.3% |
| Admin fee / account holder | $263 | $3,579-92.7% | $5,382-95.1% | $5,651-95.4% |