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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,398 | $110,303-75.2% | $95,759-71.4% | $139,487-80.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.37% | 27.19%-7.8pp | 28.42%-9.0pp | 373.84%-354.5pp |
| Employer contribution / active EE | $1,965 | $3,261-39.7% | $2,836-30.7% | $4,755-58.7% |
| Participant deferral / active EE | $4,000 | $4,674-14.4% | $4,244-5.8% | $6,713-40.4% |
| Admin fee / account holder | $0 | $6,615-100.0% | $5,678-100.0% | $11,407-100.0% |