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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,349 | $101,063-74.9% | $81,473-68.9% | $147,586-82.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 10.62% | 32.41%-21.8pp | 38.78%-28.2pp | 578.59%-568.0pp |
| Employer contribution / active EE | $11,739 | $3,206+266.2% | $2,568+357.1% | $4,876+140.7% |
| Participant deferral / active EE | $3,000 | $4,242-29.3% | $3,537-15.2% | $5,439-44.8% |
| Admin fee / account holder | $75 | $5,812-98.7% | $4,561-98.3% | $10,886-99.3% |