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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,073 | $64,311-75.0% | $57,356-72.0% | $125,389-87.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.54% | 25.14%-23.6pp | 24.41%-22.9pp | 282.24%-280.7pp |
| Employer contribution / active EE | $2,194 | $3,193-31.3% | $2,689-18.4% | $4,866-54.9% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $253 | $5,243-95.2% | $3,357-92.5% | $9,541-97.4% |