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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,576 | $158,852-77.6% | $121,220-70.7% | $135,380-73.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 8.17% | -0.64%+8.8pp | 16.94%-8.8pp | 519.81%-511.6pp |
| Employer contribution / active EE | $3,738 | $5,666-34.0% | $4,023-7.1% | $4,779-21.8% |
| Participant deferral / active EE | $3,738 | $4,006-6.7% | $3,345+11.7% | $5,609-33.4% |
| Admin fee / account holder | $45 | $6,515-99.3% | $5,021-99.1% | $10,828-99.6% |