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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,376 | $167,415-70.5% | $140,514-64.9% | $198,609-75.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 13.17% | 13.85%-0.7pp | 14.36%-1.2pp | 202.70%-189.5pp |
| Employer contribution / active EE | $1,861 | $4,088-54.5% | $3,378-44.9% | $5,055-63.2% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $175 | $16,730-99.0% | $13,697-98.7% | $19,030-99.1% |