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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,694 | $90,486-32.9% | $78,676-22.9% | $273,972-77.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.19% | 75.62%-70.4pp | 62.19%-57.0pp | 41.46%-36.3pp |
| Employer contribution / active EE | $3,923 | $3,175+23.6% | $2,850+37.6% | $4,869-19.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $161 | $5,263-96.9% | $4,510-96.4% | $10,133-98.4% |