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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,215 | $131,835-69.5% | $108,582-63.0% | $273,972-85.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.19% | -91.57%+94.8pp | -51.70%+54.9pp | 41.46%-38.3pp |
| Employer contribution / active EE | $4,500 | $4,913-8.4% | $3,758+19.7% | $4,869-7.6% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $255 | $10,253-97.5% | $7,645-96.7% | $10,133-97.5% |