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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,064 | $124,346-78.2% | $111,306-75.7% | $167,553-83.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.47% | 37.46%-25.0pp | 54.67%-42.2pp | 478.89%-466.4pp |
| Employer contribution / active EE | $1,336 | $3,438-61.1% | $2,732-51.1% | $4,840-72.4% |
| Participant deferral / active EE | $6,365 | $5,182+22.8% | $4,488+41.8% | $6,343+0.3% |
| Admin fee / account holder | $138 | $10,623-98.7% | $7,966-98.3% | $12,316-98.9% |