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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,352 | $105,623-50.4% | $87,502-40.2% | $273,972-80.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 2.98% | 12.26%-9.3pp | 12.21%-9.2pp | 41.46%-38.5pp |
| Employer contribution / active EE | $8,750 | $3,141+178.6% | $2,550+243.2% | $4,869+79.7% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $68 | $4,781-98.6% | $4,221-98.4% | $10,133-99.3% |