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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,165 | $90,486-54.5% | $78,676-47.7% | $273,972-85.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.27% | 75.62%-70.4pp | 62.19%-56.9pp | 41.46%-36.2pp |
| Employer contribution / active EE | $2,494 | $3,175-21.5% | $2,850-12.5% | $4,869-48.8% |
| Participant deferral / active EE | $2,898 | $3,901-25.7% | $3,517-17.6% | $5,287-45.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |