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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,291 | $50,637-67.8% | $86,582-81.2% | $62,293-73.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.49% | 20.80%-7.3pp | 965.08%-951.6pp | 28.90%-15.4pp |
| Employer contribution / active EE | $482 | $2,075-76.8% | $2,839-83.0% | $2,042-76.4% |
| Participant deferral / active EE | $856 | $2,611-67.2% | $3,609-76.3% | $3,169-73.0% |
| Admin fee / account holder | $142 | $413-65.6% | $4,904-97.1% | $479-70.3% |