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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,848 | $82,032-34.4% | $123,106-56.3% | $59,633-9.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 1.60% | 5.12%-3.5pp | 13.22%-11.6pp | 2041.40%-2039.8pp |
| Employer contribution / active EE | $3,487 | $3,297+5.8% | $5,151-32.3% | $2,203+58.3% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $5,881-100.0% | $9,015-100.0% | $4,297-100.0% |