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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,997 | $84,518-75.2% | $67,704-69.0% | $125,389-83.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.50% | 2.57%-2.1pp | 25.41%-24.9pp | 282.24%-281.7pp |
| Employer contribution / active EE | $1,560 | $3,292-52.6% | $2,559-39.0% | $4,866-67.9% |
| Participant deferral / active EE | $1,950 | $4,430-56.0% | $3,585-45.6% | $5,352-63.6% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |