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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,739 | $110,240-31.3% | $96,544-21.5% | $139,487-45.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.78% | 26.41%-9.6pp | 25.88%-9.1pp | 373.84%-357.1pp |
| Employer contribution / active EE | $2,898 | $3,622-20.0% | $2,966-2.3% | $4,755-39.1% |
| Participant deferral / active EE | $3,926 | $5,549-29.3% | $4,851-19.1% | $6,713-41.5% |
| Admin fee / account holder | $63 | $11,602-99.5% | $8,254-99.2% | $11,407-99.4% |