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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,878 | $105,630-81.2% | $87,507-77.3% | $273,968-92.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 12.25%-12.3pp | 12.21%-12.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $15,094 | $3,141+380.6% | $2,550+492.0% | $4,869+210.0% |
| Participant deferral / active EE | $9,000 | $3,601+149.9% | $3,149+185.8% | $5,287+70.2% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |