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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,837 | $85,060-67.3% | $70,548-60.5% | $139,456-80.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 23.80% | 30.38%-6.6pp | 32.78%-9.0pp | 373.45%-349.6pp |
| Employer contribution / active EE | $1,427 | $3,911-63.5% | $2,975-52.0% | $4,753-70.0% |
| Participant deferral / active EE | $12,099 | $5,890+105.4% | $4,567+164.9% | $6,711+80.3% |
| Admin fee / account holder | $79 | $8,925-99.1% | $6,424-98.8% | $11,407-99.3% |