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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,983 | $140,578-70.1% | $100,671-58.3% | $125,389-66.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.95% | 24.67%-23.7pp | 20.43%-19.5pp | 282.24%-281.3pp |
| Employer contribution / active EE | $1,567 | $5,965-73.7% | $4,012-61.0% | $4,866-67.8% |
| Participant deferral / active EE | $3,939 | $3,981-1.1% | $3,144+25.3% | $5,352-26.4% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |