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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,676 | $100,901-42.8% | $75,670-23.8% | $147,585-60.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 14.91% | 35.78%-20.9pp | 27.34%-12.4pp | 578.56%-563.7pp |
| Employer contribution / active EE | $1,800 | $3,253-44.7% | $2,352-23.5% | $4,876-63.1% |
| Participant deferral / active EE | $2,120 | $4,027-47.4% | $3,142-32.5% | $5,439-61.0% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |