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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,544 | $29,670-61.1% | $56,054-79.4% | $80,911-85.7% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 16.40% | 35.24%-18.8pp | 1705.95%-1689.5pp | 35.63%-19.2pp |
| Employer contribution / active EE | $1,215 | $670+81.4% | $1,039+16.9% | $2,756-55.9% |
| Participant deferral / active EE | $1,660 | $1,227+35.3% | $1,952-15.0% | $4,297-61.4% |
| Admin fee / account holder | $157 | $2,431-93.5% | $2,822-94.4% | $6,935-97.7% |