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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,315 | $211,946-71.1% | $169,452-63.8% | $135,380-54.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 5.98% | 3.26%+2.7pp | 1.83%+4.2pp | 519.81%-513.8pp |
| Employer contribution / active EE | $4,870 | $5,117-4.8% | $4,157+17.2% | $4,779+1.9% |
| Participant deferral / active EE | $7,192 | $6,075+18.4% | $5,277+36.3% | $5,609+28.2% |
| Admin fee / account holder | $67 | $11,472-99.4% | $9,110-99.3% | $10,828-99.4% |