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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,592 | $42,383-72.7% | $76,518-84.9% | $64,173-81.9% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 28.11% | -16.54%+44.6pp | -0.27%+28.4pp | 7.63%+20.5pp |
| Employer contribution / active EE | $5,134 | $1,563+228.4% | $2,647+93.9% | $2,381+115.6% |
| Participant deferral / active EE | $1,473 | $2,566-42.6% | $3,836-61.6% | $3,470-57.5% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,849-100.0% | $4,887-100.0% |