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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,880 | $88,707-30.2% | $74,184-16.6% | $273,972-77.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.51% | 11.94%-3.4pp | 17.74%-9.2pp | 41.46%-32.9pp |
| Employer contribution / active EE | $1,667 | $3,159-47.2% | $2,370-29.7% | $4,869-65.8% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $21 | $8,717-99.8% | $5,586-99.6% | $10,133-99.8% |