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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,953 | $90,486-69.1% | $78,676-64.5% | $273,972-89.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.07% | 75.62%-64.6pp | 62.19%-51.1pp | 41.46%-30.4pp |
| Employer contribution / active EE | $1,051 | $3,175-66.9% | $2,850-63.1% | $4,869-78.4% |
| Participant deferral / active EE | $2,374 | $3,901-39.1% | $3,517-32.5% | $5,287-55.1% |
| Admin fee / account holder | $18 | $5,263-99.7% | $4,510-99.6% | $10,133-99.8% |