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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,729 | $64,307-74.0% | $57,349-70.8% | $125,388-86.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.31% | 25.14%-23.8pp | 24.40%-23.1pp | 282.24%-280.9pp |
| Employer contribution / active EE | $3,545 | $3,193+11.0% | $2,689+31.8% | $4,866-27.1% |
| Participant deferral / active EE | $1,114 | $3,847-71.0% | $3,162-64.8% | $5,352-79.2% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,541-100.0% |