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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,273 | $50,082-75.5% | $93,419-86.9% | $79,852-84.6% |
| Participation rate | 100.0% | 60.9%+39.1pp | 66.8%+33.2pp | 69.6%+30.4pp |
| Annual return | 20.84% | 24.59%-3.8pp | 78.05%-57.2pp | 31.72%-10.9pp |
| Employer contribution / active EE | $2,705 | $1,303+107.6% | $2,075+30.4% | $2,471+9.5% |
| Participant deferral / active EE | $2,891 | $2,212+30.7% | $3,126-7.5% | $3,740-22.7% |
| Admin fee / account holder | $90 | $3,454-97.4% | $5,230-98.3% | $5,306-98.3% |