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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,430 | $84,518-30.9% | $67,704-13.7% | $125,389-53.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 3.81% | 2.57%+1.2pp | 25.41%-21.6pp | 282.24%-278.4pp |
| Employer contribution / active EE | $2,532 | $3,292-23.1% | $2,559-1.1% | $4,866-48.0% |
| Participant deferral / active EE | $2,282 | $4,430-48.5% | $3,585-36.4% | $5,352-57.4% |
| Admin fee / account holder | $86 | $5,340-98.4% | $4,255-98.0% | $9,541-99.1% |