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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,838 | $124,330-80.0% | $109,173-77.2% | $167,536-85.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.45% | 26.04%-8.6pp | 25.75%-8.3pp | 478.82%-461.4pp |
| Employer contribution / active EE | $1,826 | $4,209-56.6% | $3,723-51.0% | $4,839-62.3% |
| Participant deferral / active EE | $5,022 | $5,256-4.5% | $4,654+7.9% | $6,342-20.8% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |