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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,751 | $110,410-35.9% | $102,437-30.9% | $145,897-51.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.84% | 24.85%-14.0pp | 24.95%-14.1pp | 552.29%-541.5pp |
| Employer contribution / active EE | $3,265 | $4,217-22.6% | $3,871-15.6% | $4,663-30.0% |
| Participant deferral / active EE | $4,777 | $5,622-15.0% | $5,060-5.6% | $6,689-28.6% |
| Admin fee / account holder | $262 | $9,745-97.3% | $8,388-96.9% | $13,390-98.0% |