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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,731 | $87,546-30.6% | $75,784-19.9% | $125,389-51.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.18% | 13.49%-13.7pp | 9.68%-9.9pp | 282.24%-282.4pp |
| Employer contribution / active EE | $1,748 | $3,930-55.5% | $3,323-47.4% | $4,866-64.1% |
| Participant deferral / active EE | $15,031 | $4,230+255.4% | $3,652+311.6% | $5,352+180.9% |
| Admin fee / account holder | $182 | $6,503-97.2% | $5,300-96.6% | $9,541-98.1% |