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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,234 | $117,859-78.6% | $102,438-75.4% | $145,959-82.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.25% | 31.72%-15.5pp | 29.37%-13.1pp | 561.95%-545.7pp |
| Employer contribution / active EE | $1,754 | $3,615-51.5% | $3,024-42.0% | $4,661-62.4% |
| Participant deferral / active EE | $4,263 | $5,732-25.6% | $5,054-15.6% | $6,689-36.3% |
| Admin fee / account holder | $165 | $13,318-98.8% | $9,448-98.3% | $13,398-98.8% |