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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,355 | $77,419-80.2% | $69,461-77.9% | $152,885-90.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 26.71% | 39.07%-12.4pp | 28.97%-2.3pp | 345.39%-318.7pp |
| Employer contribution / active EE | $1,910 | $3,315-42.4% | $2,779-31.3% | $4,763-59.9% |
| Participant deferral / active EE | $2,762 | $4,414-37.4% | $3,536-21.9% | $5,851-52.8% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |