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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,661 | $48,284-71.7% | $67,524-79.8% | $80,911-83.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.70% | 18.27%-5.6pp | 3519.41%-3506.7pp | 35.63%-22.9pp |
| Employer contribution / active EE | $3,527 | $2,021+74.5% | $2,734+29.0% | $2,756+28.0% |
| Participant deferral / active EE | $2,809 | $2,927-4.0% | $4,001-29.8% | $4,297-34.6% |
| Admin fee / account holder | $0 | $3,688-100.0% | $4,001-100.0% | $6,935-100.0% |