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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,085 | $29,716-22.3% | $56,077-58.8% | $80,925-71.5% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 14.68% | 35.30%-20.6pp | 1709.28%-1694.6pp | 35.65%-21.0pp |
| Employer contribution / active EE | $3,871 | $671+476.9% | $1,040+272.1% | $2,756+40.5% |
| Participant deferral / active EE | $1,728 | $1,228+40.7% | $1,954-11.6% | $4,299-59.8% |
| Admin fee / account holder | $223 | $2,432-90.8% | $2,825-92.1% | $6,940-96.8% |