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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,965 | $69,252-58.2% | $64,099-54.8% | $139,456-79.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.26% | 45.89%-20.6pp | 33.70%-8.4pp | 373.45%-348.2pp |
| Employer contribution / active EE | $1,452 | $3,184-54.4% | $2,748-47.2% | $4,753-69.4% |
| Participant deferral / active EE | $8,119 | $4,683+73.4% | $3,881+109.2% | $6,711+21.0% |
| Admin fee / account holder | $0 | $4,248-100.0% | $3,070-100.0% | $11,407-100.0% |