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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,058 | $93,346-75.3% | $71,796-67.9% | $273,972-91.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.61% | 130.39%-123.8pp | 78.04%-71.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,142 | $2,733-58.2% | $1,924-40.7% | $4,869-76.6% |
| Participant deferral / active EE | $4,020 | $3,475+15.7% | $2,794+43.8% | $5,287-24.0% |
| Admin fee / account holder | $200 | $6,571-97.0% | $4,815-95.8% | $10,133-98.0% |