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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,925 | $47,944-66.8% | $67,834-76.5% | $62,881-74.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 7.75% | 11.77%-4.0pp | 138.47%-130.7pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,454 | $1,562+57.1% | $2,403+2.1% | $2,281+7.6% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $274 | $3,712-92.6% | $4,622-94.1% | $4,296-93.6% |