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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,405 | $90,486-68.6% | $78,676-63.9% | $273,972-89.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.17% | 75.62%-65.5pp | 62.19%-52.0pp | 41.46%-31.3pp |
| Employer contribution / active EE | $1,109 | $3,175-65.1% | $2,850-61.1% | $4,869-77.2% |
| Participant deferral / active EE | $9,600 | $3,901+146.1% | $3,517+173.0% | $5,287+81.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |