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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,719 | $84,518-25.8% | $67,704-7.4% | $125,389-50.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.96% | 2.57%-1.6pp | 25.41%-24.4pp | 282.24%-281.3pp |
| Employer contribution / active EE | $2,637 | $3,292-19.9% | $2,559+3.0% | $4,866-45.8% |
| Participant deferral / active EE | $6,556 | $4,430+48.0% | $3,585+82.9% | $5,352+22.5% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |