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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,327 | $37,428-69.7% | $77,498-85.4% | $79,860-85.8% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 0.00% | 39.71%-39.7pp | 54.79%-54.8pp | 31.72%-31.7pp |
| Employer contribution / active EE | $627 | $637-1.5% | $987-36.4% | $2,471-74.6% |
| Participant deferral / active EE | $1,309 | $1,260+3.9% | $1,861-29.7% | $3,740-65.0% |
| Admin fee / account holder | $29 | $2,505-98.8% | $2,858-99.0% | $5,306-99.4% |