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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,031 | $69,541-84.1% | $59,899-81.6% | $135,380-91.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 8.24% | 7.95%+0.3pp | 3.46%+4.8pp | 519.81%-511.6pp |
| Employer contribution / active EE | $431 | $3,236-86.7% | $2,723-84.2% | $4,779-91.0% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $266 | $5,737-95.4% | $3,592-92.6% | $10,828-97.5% |