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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,702 | $101,063-78.5% | $81,473-73.4% | $147,586-85.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.55% | 32.41%-20.9pp | 38.78%-27.2pp | 578.59%-567.0pp |
| Employer contribution / active EE | $1,705 | $3,206-46.8% | $2,568-33.6% | $4,876-65.0% |
| Participant deferral / active EE | $3,229 | $4,242-23.9% | $3,537-8.7% | $5,439-40.6% |
| Admin fee / account holder | $142 | $5,812-97.6% | $4,561-96.9% | $10,886-98.7% |