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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,916 | $97,881-70.5% | $80,004-63.9% | $125,389-76.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 1.54% | 9.36%-7.8pp | 7.63%-6.1pp | 282.24%-280.7pp |
| Employer contribution / active EE | $7,793 | $3,128+149.2% | $2,473+215.2% | $4,866+60.1% |
| Participant deferral / active EE | $3,273 | $3,744-12.6% | $3,204+2.2% | $5,352-38.8% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |