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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,047 | $97,881-61.1% | $80,004-52.4% | $125,389-69.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 0.51% | 9.36%-8.8pp | 7.63%-7.1pp | 282.24%-281.7pp |
| Employer contribution / active EE | $2,158 | $3,128-31.0% | $2,473-12.7% | $4,866-55.7% |
| Participant deferral / active EE | $5,673 | $3,744+51.5% | $3,204+77.1% | $5,352+6.0% |
| Admin fee / account holder | $51 | $6,278-99.2% | $5,033-99.0% | $9,541-99.5% |