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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,785 | $108,285-87.3% | $77,552-82.2% | $158,982-91.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 19.37% | 31.69%-12.3pp | 54.82%-35.4pp | 302.99%-283.6pp |
| Employer contribution / active EE | $1,069 | $1,325-19.3% | $987+8.3% | $4,763-77.6% |
| Participant deferral / active EE | $1,700 | $2,455-30.7% | $1,861-8.6% | $5,983-71.6% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |