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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,144 | $108,226-90.6% | $77,513-86.9% | $158,950-93.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 15.77% | 31.67%-15.9pp | 54.81%-39.0pp | 302.91%-287.1pp |
| Employer contribution / active EE | $757 | $1,325-42.9% | $987-23.3% | $4,762-84.1% |
| Participant deferral / active EE | $489 | $2,456-80.1% | $1,861-73.7% | $5,983-91.8% |
| Admin fee / account holder | $0 | $3,710-100.0% | $2,859-100.0% | $11,248-100.0% |