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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,015 | $86,701-27.3% | $73,309-14.0% | $125,389-49.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.34% | 2.78%-1.4pp | 5.67%-4.3pp | 282.24%-280.9pp |
| Employer contribution / active EE | $1,964 | $4,152-52.7% | $3,237-39.3% | $4,866-59.6% |
| Participant deferral / active EE | $1,964 | $5,549-64.6% | $4,991-60.7% | $5,352-63.3% |
| Admin fee / account holder | $163 | $7,768-97.9% | $5,635-97.1% | $9,541-98.3% |