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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,624 | $65,712-80.8% | $57,196-77.9% | $273,972-95.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.00% | 22.01%-22.0pp | 14.59%-14.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $10,186 | $3,280+210.5% | $2,683+279.6% | $4,869+109.2% |
| Participant deferral / active EE | $5,482 | $3,782+45.0% | $3,096+77.1% | $5,287+3.7% |
| Admin fee / account holder | $66 | $4,838-98.6% | $3,141-97.9% | $10,133-99.3% |