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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,433 | $93,346-59.9% | $71,796-47.9% | $273,972-86.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.74% | 130.39%-124.7pp | 78.04%-72.3pp | 41.46%-35.7pp |
| Employer contribution / active EE | $5,628 | $2,733+105.9% | $1,924+192.4% | $4,869+15.6% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $259 | $6,571-96.1% | $4,815-94.6% | $10,133-97.4% |