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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,554 | $140,578-55.5% | $100,671-37.9% | $125,389-50.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 1.20% | 24.67%-23.5pp | 20.43%-19.2pp | 282.24%-281.0pp |
| Employer contribution / active EE | $2,278 | $5,965-61.8% | $4,012-43.2% | $4,866-53.2% |
| Participant deferral / active EE | $1,256 | $3,981-68.5% | $3,144-60.0% | $5,352-76.5% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |