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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,649 | $176,402-52.6% | $134,162-37.7% | $158,966-47.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 3.42% | 63.66%-60.2pp | 36.35%-32.9pp | 302.95%-299.5pp |
| Employer contribution / active EE | $2,980 | $5,042-40.9% | $3,705-19.6% | $4,762-37.4% |
| Participant deferral / active EE | $2,000 | $4,093-51.1% | $3,500-42.9% | $5,983-66.6% |
| Admin fee / account holder | $60 | $8,719-99.3% | $6,685-99.1% | $11,250-99.5% |