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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,869 | $104,650-66.7% | $83,854-58.4% | $155,188-77.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 0.24% | 28.97%-28.7pp | 31.39%-31.1pp | 148.84%-148.6pp |
| Employer contribution / active EE | $1,200 | $1,196+0.3% | $1,017+18.0% | $4,248-71.7% |
| Participant deferral / active EE | $1,200 | $2,367-49.3% | $2,035-41.0% | $6,531-81.6% |
| Admin fee / account holder | $0 | $3,518-100.0% | $3,197-100.0% | $14,480-100.0% |