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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,866 | $43,730-11.1% | $121,220-67.9% | $64,173-39.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | 0.22% | 68.94%-68.7pp | 16.94%-16.7pp | 7.63%-7.4pp |
| Employer contribution / active EE | $1,365 | $1,297+5.3% | $4,023-66.1% | $2,381-42.7% |
| Participant deferral / active EE | $1,365 | $2,281-40.2% | $3,345-59.2% | $3,470-60.7% |
| Admin fee / account holder | $264 | $3,502-92.5% | $5,021-94.7% | $4,887-94.6% |