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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,123 | $78,707-9.6% | $117,861-39.7% | $70,126+1.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 23.60% | 23.30%+0.3pp | 335.11%-311.5pp | 73.15%-49.5pp |
| Employer contribution / active EE | $1,053 | $2,223-52.6% | $3,786-72.2% | $2,343-55.0% |
| Participant deferral / active EE | $1,723 | $3,297-47.8% | $4,482-61.6% | $3,332-48.3% |
| Admin fee / account holder | $78 | $5,066-98.5% | $8,021-99.0% | $4,645-98.3% |