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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,987 | $90,486-32.6% | $78,676-22.5% | $273,972-77.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.22% | 75.62%-72.4pp | 62.19%-59.0pp | 41.46%-38.2pp |
| Employer contribution / active EE | $1,485 | $3,175-53.2% | $2,850-47.9% | $4,869-69.5% |
| Participant deferral / active EE | $1,144 | $3,901-70.7% | $3,517-67.5% | $5,287-78.4% |
| Admin fee / account holder | $234 | $5,263-95.6% | $4,510-94.8% | $10,133-97.7% |