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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,711 | $105,623-74.7% | $87,502-69.5% | $273,972-90.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 2.92% | 12.26%-9.3pp | 12.21%-9.3pp | 41.46%-38.5pp |
| Employer contribution / active EE | $8,242 | $3,141+162.5% | $2,550+223.3% | $4,869+69.3% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $128 | $4,781-97.3% | $4,221-97.0% | $10,133-98.7% |