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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,430 | $117,426-80.0% | $99,470-76.4% | $152,885-84.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 20.66% | 31.87%-11.2pp | 30.72%-10.1pp | 345.39%-324.7pp |
| Employer contribution / active EE | $1,595 | $3,014-47.1% | $2,540-37.2% | $4,763-66.5% |
| Participant deferral / active EE | $2,169 | $4,086-46.9% | $3,619-40.1% | $5,851-62.9% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,598-100.0% |