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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,213 | $97,881-77.3% | $80,004-72.2% | $125,389-82.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -0.37% | 9.36%-9.7pp | 7.63%-8.0pp | 282.24%-282.6pp |
| Employer contribution / active EE | $4,483 | $3,128+43.3% | $2,473+81.3% | $4,866-7.9% |
| Participant deferral / active EE | $1,628 | $3,744-56.5% | $3,204-49.2% | $5,352-69.6% |
| Admin fee / account holder | $214 | $6,278-96.6% | $5,033-95.8% | $9,541-97.8% |