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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,498 | $93,346-55.5% | $71,796-42.2% | $273,972-84.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.49% | 130.39%-123.9pp | 78.04%-71.5pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,765 | $2,733-35.4% | $1,924-8.3% | $4,869-63.8% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $191 | $6,571-97.1% | $4,815-96.0% | $10,133-98.1% |