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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,909 | $100,262-71.2% | $81,370-64.5% | $145,897-80.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.39% | 34.52%-20.1pp | 24.85%-10.5pp | 552.29%-537.9pp |
| Employer contribution / active EE | $836 | $2,979-71.9% | $2,464-66.1% | $4,663-82.1% |
| Participant deferral / active EE | $1,785 | $4,612-61.3% | $3,885-54.1% | $6,689-73.3% |
| Admin fee / account holder | $203 | $8,163-97.5% | $5,749-96.5% | $13,390-98.5% |