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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,987 | $96,956-69.1% | $69,779-57.0% | $273,972-89.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 7.83% | 12.93%-5.1pp | 12.99%-5.2pp | 41.46%-33.6pp |
| Employer contribution / active EE | $8,000 | $3,316+141.3% | $2,338+242.1% | $4,869+64.3% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |