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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,661 | $113,339-71.2% | $94,993-65.6% | $147,585-77.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 8.53% | 20.77%-12.2pp | 27.12%-18.6pp | 578.57%-570.0pp |
| Employer contribution / active EE | $1,250 | $3,160-60.4% | $2,603-52.0% | $4,876-74.4% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $223 | $6,063-96.3% | $4,960-95.5% | $10,885-97.9% |