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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,717 | $64,311-63.1% | $57,356-58.6% | $125,389-81.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.02% | 25.14%-25.2pp | 24.41%-24.4pp | 282.24%-282.3pp |
| Employer contribution / active EE | $1,197 | $3,193-62.5% | $2,689-55.5% | $4,866-75.4% |
| Participant deferral / active EE | $4,827 | $3,846+25.5% | $3,162+52.7% | $5,352-9.8% |
| Admin fee / account holder | $156 | $5,243-97.0% | $3,357-95.4% | $9,541-98.4% |