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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,209 | $90,486-29.0% | $78,676-18.4% | $273,972-76.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.55% | 75.62%-67.1pp | 62.19%-53.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $1,207 | $3,175-62.0% | $2,850-57.7% | $4,869-75.2% |
| Participant deferral / active EE | $1,940 | $3,901-50.3% | $3,517-44.8% | $5,287-63.3% |
| Admin fee / account holder | $8 | $5,263-99.9% | $4,510-99.8% | $10,133-99.9% |