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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,661 | $48,314-71.7% | $67,561-79.8% | $80,925-83.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.70% | 18.28%-5.6pp | 3525.44%-3512.7pp | 35.65%-22.9pp |
| Employer contribution / active EE | $3,527 | $2,022+74.4% | $2,735+29.0% | $2,756+28.0% |
| Participant deferral / active EE | $2,809 | $2,927-4.0% | $4,003-29.8% | $4,299-34.6% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |