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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,837 | $85,024-67.3% | $70,544-60.5% | $139,466-80.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 23.80% | 30.39%-6.6pp | 32.79%-9.0pp | 373.66%-349.9pp |
| Employer contribution / active EE | $1,427 | $3,912-63.5% | $2,976-52.0% | $4,754-70.0% |
| Participant deferral / active EE | $12,099 | $5,891+105.4% | $4,568+164.8% | $6,712+80.3% |
| Admin fee / account holder | $79 | $8,928-99.1% | $6,427-98.8% | $11,409-99.3% |