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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,018 | $165,939-83.1% | $122,354-77.1% | $147,585-81.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 12.14% | 34.56%-22.4pp | 30.28%-18.1pp | 578.58%-566.4pp |
| Employer contribution / active EE | $1,944 | $5,754-66.2% | $4,051-52.0% | $4,876-60.1% |
| Participant deferral / active EE | $3,157 | $4,005-21.2% | $3,287-4.0% | $5,439-42.0% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |