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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,819 | $69,518-71.5% | $59,883-66.9% | $135,382-85.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 7.57% | 7.95%-0.4pp | 3.46%+4.1pp | 519.77%-512.2pp |
| Employer contribution / active EE | $4,240 | $3,235+31.1% | $2,722+55.8% | $4,779-11.3% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $30 | $5,734-99.5% | $3,591-99.2% | $10,829-99.7% |