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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,740 | $64,311-55.3% | $57,356-49.9% | $125,389-77.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.22% | 25.14%-25.4pp | 24.41%-24.6pp | 282.24%-282.5pp |
| Employer contribution / active EE | $4,124 | $3,193+29.2% | $2,689+53.4% | $4,866-15.3% |
| Participant deferral / active EE | $2,066 | $3,846-46.3% | $3,162-34.6% | $5,352-61.4% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |