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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,343 | $90,486-26.7% | $78,676-15.7% | $273,972-75.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.20% | 75.62%-72.4pp | 62.19%-59.0pp | 41.46%-38.3pp |
| Employer contribution / active EE | $3,021 | $3,175-4.8% | $2,850+6.0% | $4,869-37.9% |
| Participant deferral / active EE | $6,184 | $3,901+58.5% | $3,517+75.8% | $5,287+17.0% |
| Admin fee / account holder | $32 | $5,263-99.4% | $4,510-99.3% | $10,133-99.7% |