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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,492 | $65,703-3.4% | $94,228-32.6% | $59,633+6.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 1.71% | 5.22%-3.5pp | 10.68%-9.0pp | 2041.40%-2039.7pp |
| Employer contribution / active EE | $4,788 | $2,021+137.0% | $3,587+33.5% | $2,203+117.4% |
| Participant deferral / active EE | $6,370 | $3,143+102.7% | $4,320+47.4% | $3,192+99.6% |
| Admin fee / account holder | $193 | $4,264-95.5% | $6,269-96.9% | $4,297-95.5% |