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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,985 | $63,819-84.4% | $57,736-82.7% | $139,466-92.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 64.8%+35.2pp | 80.3%+19.7pp |
| Annual return | 12.77% | 27.50%-14.7pp | 43.59%-30.8pp | 373.66%-360.9pp |
| Employer contribution / active EE | $1,337 | $2,754-51.5% | $2,452-45.5% | $4,754-71.9% |
| Participant deferral / active EE | $1,841 | $5,353-65.6% | $4,672-60.6% | $6,712-72.6% |
| Admin fee / account holder | $50 | $1,300-96.1% | $1,502-96.6% | $11,409-99.6% |