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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,716 | $97,751-65.5% | $103,447-67.4% | $145,877-76.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.67% | 25.43%-13.8pp | 23.92%-12.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,968 | $4,684-58.0% | $4,678-57.9% | $4,663-57.8% |
| Participant deferral / active EE | $4,053 | $6,603-38.6% | $6,624-38.8% | $6,691-39.4% |
| Admin fee / account holder | $100 | $12,515-99.2% | $9,415-98.9% | $13,402-99.3% |