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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,785 | $69,541+23.4% | $59,899+43.2% | $135,380-36.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 1.41% | 7.95%-6.5pp | 3.46%-2.0pp | 519.81%-518.4pp |
| Employer contribution / active EE | $2,455 | $3,236-24.2% | $2,723-9.9% | $4,779-48.6% |
| Participant deferral / active EE | $2,704 | $4,206-35.7% | $3,402-20.5% | $5,609-51.8% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |