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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,781 | $64,307-0.8% | $57,349+11.2% | $125,388-49.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.45% | 25.14%-23.7pp | 24.40%-23.0pp | 282.24%-280.8pp |
| Employer contribution / active EE | $2,500 | $3,193-21.7% | $2,689-7.0% | $4,866-48.6% |
| Participant deferral / active EE | $1,250 | $3,847-67.5% | $3,162-60.5% | $5,352-76.6% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,541-100.0% |