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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,736 | $101,063-70.6% | $81,473-63.5% | $147,586-79.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.67% | 32.41%-16.7pp | 38.78%-23.1pp | 578.59%-562.9pp |
| Employer contribution / active EE | $827 | $3,206-74.2% | $2,568-67.8% | $4,876-83.0% |
| Participant deferral / active EE | $2,975 | $4,242-29.9% | $3,537-15.9% | $5,439-45.3% |
| Admin fee / account holder | $152 | $5,812-97.4% | $4,561-96.7% | $10,886-98.6% |