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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,240 | $127,387-66.8% | $115,038-63.3% | $125,389-66.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.05% | 31.28%-32.3pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,132 | $5,166-78.1% | $4,608-75.4% | $4,866-76.7% |
| Participant deferral / active EE | $2,459 | $6,423-61.7% | $6,026-59.2% | $5,352-54.1% |
| Admin fee / account holder | $218 | $9,516-97.7% | $8,175-97.3% | $9,541-97.7% |