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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,031 | $147,556-40.3% | $129,031-31.8% | $198,609-55.7% |
| Participation rate | 81.3% | 77.2%+4.0pp | 73.4%+7.9pp | 82.4%-1.1pp |
| Annual return | 1.65% | 37.41%-35.8pp | 34.67%-33.0pp | 202.70%-201.0pp |
| Employer contribution / active EE | $1,217 | $3,645-66.6% | $3,226-62.3% | $5,055-75.9% |
| Participant deferral / active EE | $4,722 | $5,760-18.0% | $5,217-9.5% | $6,977-32.3% |
| Admin fee / account holder | $39 | $15,467-99.7% | $13,208-99.7% | $19,030-99.8% |