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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,355 | $39,162-19.9% | $100,671-68.9% | $59,633-47.4% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 12.14% | 21.07%-8.9pp | 20.43%-8.3pp | 2041.40%-2029.3pp |
| Employer contribution / active EE | $1,483 | $1,151+28.9% | $4,012-63.0% | $2,203-32.7% |
| Participant deferral / active EE | $3,100 | $1,992+55.6% | $3,144-1.4% | $3,192-2.9% |
| Admin fee / account holder | $11 | $2,969-99.6% | $4,850-99.8% | $4,297-99.7% |