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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,895 | $63,819-56.3% | $57,736-51.7% | $139,466-80.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 64.8%+35.2pp | 80.3%+19.7pp |
| Annual return | 18.52% | 27.50%-9.0pp | 43.59%-25.1pp | 373.66%-355.1pp |
| Employer contribution / active EE | $582 | $2,754-78.9% | $2,452-76.3% | $4,754-87.8% |
| Participant deferral / active EE | $2,250 | $5,353-58.0% | $4,672-51.8% | $6,712-66.5% |
| Admin fee / account holder | $0 | $1,300-100.0% | $1,502-100.0% | $11,409-100.0% |