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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,723 | $83,337-65.5% | $67,834-57.7% | $273,972-89.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.76% | 259.45%-250.7pp | 138.47%-129.7pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,145 | $3,287-65.2% | $2,403-52.3% | $4,869-76.5% |
| Participant deferral / active EE | $2,954 | $4,088-27.7% | $3,160-6.5% | $5,287-44.1% |
| Admin fee / account holder | $136 | $6,752-98.0% | $4,622-97.0% | $10,133-98.7% |