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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,990 | $81,262-85.2% | $155,602-92.3% | $80,911-85.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.34% | 33.34%-21.0pp | 64.81%-52.5pp | 35.63%-23.3pp |
| Employer contribution / active EE | $3,286 | $3,102+5.9% | $4,675-29.7% | $2,756+19.2% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $5,629-100.0% | $4,297-100.0% |
| Admin fee / account holder | $293 | $7,992-96.3% | $15,923-98.2% | $6,935-95.8% |