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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,763 | $90,486-58.3% | $78,676-52.0% | $273,972-86.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.12% | 75.62%-70.5pp | 62.19%-57.1pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,860 | $3,175-41.4% | $2,850-34.7% | $4,869-61.8% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $118 | $5,263-97.8% | $4,510-97.4% | $10,133-98.8% |