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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,677 | $90,484-72.7% | $78,675-68.6% | $273,970-91.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.19% | 75.62%-72.4pp | 62.19%-59.0pp | 41.46%-38.3pp |
| Employer contribution / active EE | $2,167 | $3,175-31.8% | $2,850-24.0% | $4,869-55.5% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $90 | $5,263-98.3% | $4,510-98.0% | $10,132-99.1% |