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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,954 | $100,901-86.2% | $75,670-81.6% | $147,585-90.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 14.01% | 35.78%-21.8pp | 27.34%-13.3pp | 578.57%-564.6pp |
| Employer contribution / active EE | $4,323 | $3,253+32.9% | $2,352+83.8% | $4,876-11.3% |
| Participant deferral / active EE | $1,754 | $4,027-56.5% | $3,142-44.2% | $5,439-67.8% |
| Admin fee / account holder | $128 | $11,285-98.9% | $5,800-97.8% | $10,885-98.8% |