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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,706 | $64,311-44.5% | $57,356-37.7% | $125,389-71.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.43% | 25.14%-23.7pp | 24.41%-23.0pp | 282.24%-280.8pp |
| Employer contribution / active EE | $1,323 | $3,193-58.6% | $2,689-50.8% | $4,866-72.8% |
| Participant deferral / active EE | $2,607 | $3,846-32.2% | $3,162-17.5% | $5,352-51.3% |
| Admin fee / account holder | $173 | $5,243-96.7% | $3,357-94.8% | $9,541-98.2% |