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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,975 | $81,840-84.1% | $63,412-79.5% | $125,389-89.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 67.1%+32.9pp | 83.2%+16.8pp |
| Annual return | -0.73% | -0.10%-0.6pp | 4.04%-4.8pp | 282.24%-283.0pp |
| Employer contribution / active EE | $1,260 | $2,377-47.0% | $1,814-30.6% | $4,866-74.1% |
| Participant deferral / active EE | $0 | $3,064-100.0% | $2,496-100.0% | $5,352-100.0% |
| Admin fee / account holder | $210 | $4,951-95.8% | $3,753-94.4% | $9,541-97.8% |