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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,517 | $83,337-46.6% | $67,834-34.4% | $273,972-83.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 5.85% | 259.45%-253.6pp | 138.47%-132.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,775 | $3,287-46.0% | $2,403-26.1% | $4,869-63.5% |
| Participant deferral / active EE | $4,503 | $4,088+10.1% | $3,160+42.5% | $5,287-14.8% |
| Admin fee / account holder | $172 | $6,752-97.5% | $4,622-96.3% | $10,133-98.3% |