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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,062 | $61,125-72.1% | $94,057-81.9% | $87,485-80.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 21.86% | 35.20%-13.3pp | 480.62%-458.8pp | 26.06%-4.2pp |
| Employer contribution / active EE | $1,469 | $2,136-31.2% | $2,933-49.9% | $2,596-43.4% |
| Participant deferral / active EE | $2,835 | $3,260-13.0% | $4,709-39.8% | $4,274-33.7% |
| Admin fee / account holder | $211 | $5,629-96.2% | $7,244-97.1% | $7,775-97.3% |