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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,270 | $176,402-57.3% | $134,162-43.9% | $158,966-52.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 18.32% | 63.66%-45.3pp | 36.35%-18.0pp | 302.95%-284.6pp |
| Employer contribution / active EE | $665 | $5,042-86.8% | $3,705-82.0% | $4,762-86.0% |
| Participant deferral / active EE | $2,734 | $4,093-33.2% | $3,500-21.9% | $5,983-54.3% |
| Admin fee / account holder | $60 | $8,719-99.3% | $6,685-99.1% | $11,250-99.5% |