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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,541 | $78,690-82.8% | $161,489-91.6% | $87,485-84.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 19.63% | 32.74%-13.1pp | 89.72%-70.1pp | 26.06%-6.4pp |
| Employer contribution / active EE | $1,054 | $2,588-59.3% | $4,268-75.3% | $2,596-59.4% |
| Participant deferral / active EE | $1,574 | $3,311-52.5% | $5,630-72.0% | $4,274-63.2% |
| Admin fee / account holder | $180 | $6,724-97.3% | $16,006-98.9% | $7,775-97.7% |