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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,435 | $153,311-82.8% | $109,313-75.8% | $273,972-90.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 2.11% | 29.86%-27.7pp | 22.07%-20.0pp | 41.46%-39.3pp |
| Employer contribution / active EE | $5,142 | $5,619-8.5% | $3,892+32.1% | $4,869+5.6% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $29 | $8,076-99.6% | $5,666-99.5% | $10,133-99.7% |