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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,811 | $59,725+1.8% | $68,509-11.2% | - |
| Participation rate | 100.0% | 66.5%+33.5pp | 74.7%+25.3pp | - |
| Annual return | 23.60% | 51.05%-27.5pp | 8.27%+15.3pp | - |
| Employer contribution / active EE | $1,604 | $1,613-0.6% | $2,278-29.6% | - |
| Participant deferral / active EE | $0 | $2,426-100.0% | $3,382-100.0% | - |
| Admin fee / account holder | $0 | $8,564-100.0% | $5,275-100.0% | - |