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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,400 | $127,298-88.7% | $109,916-86.9% | $167,553-91.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 10.42% | 22.97%-12.5pp | 29.46%-19.0pp | 478.89%-468.5pp |
| Employer contribution / active EE | $1,207 | $3,325-63.7% | $2,844-57.6% | $4,840-75.1% |
| Participant deferral / active EE | $6,734 | $4,513+49.2% | $4,047+66.4% | $6,343+6.2% |
| Admin fee / account holder | $243 | $7,119-96.6% | $6,069-96.0% | $12,316-98.0% |