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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,260 | $108,212-86.8% | $77,513-81.6% | $158,966-91.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 20.33% | 31.67%-11.3pp | 54.81%-34.5pp | 302.95%-282.6pp |
| Employer contribution / active EE | $848 | $1,325-36.0% | $987-14.1% | $4,762-82.2% |
| Participant deferral / active EE | $1,272 | $2,455-48.2% | $1,861-31.7% | $5,983-78.7% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |