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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,525 | $100,073-72.5% | $85,126-67.7% | $145,877-81.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.83% | 84.11%-72.3pp | 66.63%-54.8pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,696 | $3,236-47.6% | $2,731-37.9% | $4,663-63.6% |
| Participant deferral / active EE | $2,930 | $5,294-44.7% | $4,523-35.2% | $6,691-56.2% |
| Admin fee / account holder | $39 | $7,261-99.5% | $6,160-99.4% | $13,402-99.7% |