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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,211 | $110,278-28.2% | $95,740-17.3% | $139,466-43.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.64% | 27.19%-13.5pp | 28.41%-14.8pp | 373.66%-360.0pp |
| Employer contribution / active EE | $1,632 | $3,260-49.9% | $2,836-42.4% | $4,754-65.7% |
| Participant deferral / active EE | $1,037 | $4,674-77.8% | $4,244-75.6% | $6,712-84.6% |
| Admin fee / account holder | $215 | $6,613-96.8% | $5,676-96.2% | $11,409-98.1% |