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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,577 | $99,343-81.3% | $84,751-78.1% | $273,968-93.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.04% | 22.93%-19.9pp | 22.78%-19.7pp | 41.45%-38.4pp |
| Employer contribution / active EE | $10,714 | $4,214+154.3% | $3,574+199.8% | $4,869+120.1% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $44 | $6,645-99.3% | $5,333-99.2% | $10,132-99.6% |