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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,806 | $95,915-21.0% | $79,580-4.7% | $134,532-43.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 8.94% | -2.71%+11.6pp | 0.15%+8.8pp | 418.27%-409.3pp |
| Employer contribution / active EE | $5,000 | $3,129+59.8% | $2,413+107.2% | $4,741+5.5% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $183 | $9,132-98.0% | $6,835-97.3% | $11,429-98.4% |