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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,234 | $117,829-78.6% | $102,423-75.4% | $145,877-82.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.25% | 31.83%-15.6pp | 29.42%-13.2pp | 551.28%-535.0pp |
| Employer contribution / active EE | $1,754 | $3,615-51.5% | $3,023-42.0% | $4,663-62.4% |
| Participant deferral / active EE | $4,263 | $5,732-25.6% | $5,054-15.7% | $6,691-36.3% |
| Admin fee / account holder | $165 | $13,335-98.8% | $9,455-98.3% | $13,402-98.8% |