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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,550 | $127,298-82.3% | $109,916-79.5% | $167,553-86.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 22.83% | 22.97%-0.1pp | 29.46%-6.6pp | 478.89%-456.1pp |
| Employer contribution / active EE | $1,182 | $3,325-64.4% | $2,844-58.4% | $4,840-75.6% |
| Participant deferral / active EE | $3,231 | $4,513-28.4% | $4,047-20.2% | $6,343-49.1% |
| Admin fee / account holder | $265 | $7,119-96.3% | $6,069-95.6% | $12,316-97.8% |