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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,731 | $40,263-31.1% | $57,347-51.6% | $59,632-53.5% |
| Participation rate | 92.6% | 69.2%+23.4pp | 75.1%+17.5pp | 68.7%+23.9pp |
| Annual return | 1.21% | 27.50%-26.3pp | 24.40%-23.2pp | 2041.32%-2040.1pp |
| Employer contribution / active EE | $5,717 | $1,922+197.4% | $2,689+112.6% | $2,203+159.6% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $231 | $2,819-91.8% | $3,356-93.1% | $4,297-94.6% |