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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,544 | $29,716-61.2% | $56,077-79.4% | $80,925-85.7% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 16.40% | 35.30%-18.9pp | 1709.28%-1692.9pp | 35.65%-19.2pp |
| Employer contribution / active EE | $1,215 | $671+81.0% | $1,040+16.8% | $2,756-55.9% |
| Participant deferral / active EE | $1,660 | $1,228+35.1% | $1,954-15.1% | $4,299-61.4% |
| Admin fee / account holder | $157 | $2,432-93.5% | $2,825-94.4% | $6,940-97.7% |