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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,059 | $103,393-78.7% | $87,103-74.7% | $152,909-85.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 28.91% | 28.10%+0.8pp | 28.19%+0.7pp | 345.46%-316.6pp |
| Employer contribution / active EE | $1,338 | $3,221-58.5% | $2,521-46.9% | $4,764-71.9% |
| Participant deferral / active EE | $3,686 | $4,778-22.9% | $4,049-9.0% | $5,851-37.0% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |