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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,455 | $85,790-23.7% | $67,313-2.8% | $135,380-51.7% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | 1.17% | -0.54%+1.7pp | -4.08%+5.3pp | 519.81%-518.6pp |
| Employer contribution / active EE | $4,568 | $3,487+31.0% | $2,566+78.0% | $4,779-4.4% |
| Participant deferral / active EE | $13,123 | $4,651+182.2% | $3,568+267.8% | $5,609+134.0% |
| Admin fee / account holder | $217 | $6,392-96.6% | $4,507-95.2% | $10,828-98.0% |