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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,188 | $77,449-66.2% | $69,483-62.3% | $152,909-82.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 5.53% | 39.09%-33.6pp | 28.99%-23.5pp | 345.46%-339.9pp |
| Employer contribution / active EE | $2,487 | $3,316-25.0% | $2,780-10.5% | $4,764-47.8% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $52 | $6,210-99.2% | $3,841-98.6% | $11,601-99.6% |