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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,959 | $93,346-67.9% | $71,796-58.3% | $273,972-89.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.12% | 130.39%-126.3pp | 78.04%-73.9pp | 41.46%-37.3pp |
| Employer contribution / active EE | $4,322 | $2,733+58.1% | $1,924+124.6% | $4,869-11.2% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $282 | $6,571-95.7% | $4,815-94.1% | $10,133-97.2% |