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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,197 | $127,296-21.3% | $109,907-8.8% | $167,536-40.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.85% | 22.97%-8.1pp | 29.46%-14.6pp | 478.82%-464.0pp |
| Employer contribution / active EE | $1,100 | $3,325-66.9% | $2,844-61.3% | $4,839-77.3% |
| Participant deferral / active EE | $13,000 | $4,513+188.1% | $4,047+221.3% | $6,342+105.0% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |