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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,953 | $114,013-20.2% | $103,693-12.3% | $155,188-41.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 20.31% | 49.31%-29.0pp | 47.61%-27.3pp | 148.84%-128.5pp |
| Employer contribution / active EE | $1,298 | $3,131-58.5% | $2,920-55.6% | $4,248-69.4% |
| Participant deferral / active EE | $2,040 | $4,970-59.0% | $4,579-55.5% | $6,531-68.8% |
| Admin fee / account holder | $20 | $8,407-99.8% | $7,858-99.7% | $14,480-99.9% |