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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,498 | $106,247-88.2% | $96,515-87.1% | $139,466-91.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.00% | 38.47%-17.5pp | 35.73%-14.7pp | 373.66%-352.7pp |
| Employer contribution / active EE | $1,913 | $4,106-53.4% | $3,740-48.8% | $4,754-59.8% |
| Participant deferral / active EE | $3,048 | $5,456-44.1% | $4,880-37.5% | $6,712-54.6% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |