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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,906 | $90,486-78.0% | $78,676-74.7% | $273,972-92.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.52% | 75.62%-67.1pp | 62.19%-53.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,551 | $3,175-19.7% | $2,850-10.5% | $4,869-47.6% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10 | $5,263-99.8% | $4,510-99.8% | $10,133-99.9% |