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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,038 | $114,013-45.6% | $103,693-40.2% | $155,188-60.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.17% | 49.31%-34.1pp | 47.61%-32.4pp | 148.84%-133.7pp |
| Employer contribution / active EE | $1,801 | $3,131-42.5% | $2,920-38.3% | $4,248-57.6% |
| Participant deferral / active EE | $4,510 | $4,970-9.3% | $4,579-1.5% | $6,531-30.9% |
| Admin fee / account holder | $44 | $8,407-99.5% | $7,858-99.4% | $14,480-99.7% |