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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,902 | $72,404-53.2% | $110,243-69.2% | $64,173-47.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 7.71% | -6.29%+14.0pp | 314.76%-307.1pp | 7.63%+0.1pp |
| Employer contribution / active EE | $1,846 | $2,282-19.1% | $3,827-51.7% | $2,381-22.4% |
| Participant deferral / active EE | $1,676 | $3,469-51.7% | $4,672-64.1% | $3,470-51.7% |
| Admin fee / account holder | $294 | $5,664-94.8% | $8,548-96.6% | $4,887-94.0% |