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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,419 | $99,345-78.4% | $84,753-74.7% | $273,972-92.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.62% | 22.93%-20.3pp | 22.78%-20.2pp | 41.46%-38.8pp |
| Employer contribution / active EE | $3,613 | $4,214-14.3% | $3,574+1.1% | $4,869-25.8% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4 | $6,645-99.9% | $5,333-99.9% | $10,133-100.0% |