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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,464 | $93,346-66.3% | $71,796-56.2% | $273,972-88.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.65% | 130.39%-123.7pp | 78.04%-71.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,200 | $2,733-56.1% | $1,924-37.6% | $4,869-75.4% |
| Participant deferral / active EE | $2,832 | $3,475-18.5% | $2,794+1.4% | $5,287-46.4% |
| Admin fee / account holder | $231 | $6,571-96.5% | $4,815-95.2% | $10,133-97.7% |