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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,453 | $64,311-37.1% | $57,356-29.5% | $125,389-67.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.70% | 25.14%-23.4pp | 24.41%-22.7pp | 282.24%-280.5pp |
| Employer contribution / active EE | $3,725 | $3,193+16.7% | $2,689+38.5% | $4,866-23.4% |
| Participant deferral / active EE | $1,491 | $3,846-61.2% | $3,162-52.8% | $5,352-72.1% |
| Admin fee / account holder | $43 | $5,243-99.2% | $3,357-98.7% | $9,541-99.6% |