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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,466 | $124,346-80.3% | $111,306-78.0% | $167,553-85.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.13% | 37.46%-22.3pp | 54.67%-39.5pp | 478.89%-463.8pp |
| Employer contribution / active EE | $1,853 | $3,438-46.1% | $2,732-32.2% | $4,840-61.7% |
| Participant deferral / active EE | $4,400 | $5,182-15.1% | $4,488-2.0% | $6,343-30.6% |
| Admin fee / account holder | $170 | $10,623-98.4% | $7,966-97.9% | $12,316-98.6% |