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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,190 | $93,346-63.4% | $71,796-52.4% | $273,972-87.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 1.47% | 130.39%-128.9pp | 78.04%-76.6pp | 41.46%-40.0pp |
| Employer contribution / active EE | $4,371 | $2,733+59.9% | $1,924+127.1% | $4,869-10.2% |
| Participant deferral / active EE | $12,000 | $3,475+245.3% | $2,794+329.4% | $5,287+127.0% |
| Admin fee / account holder | $70 | $6,571-98.9% | $4,815-98.5% | $10,133-99.3% |