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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,765 | $93,346-36.0% | $71,796-16.8% | $273,972-78.2% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.1%+21.8pp | 83.0%+7.9pp |
| Annual return | 5.35% | 130.39%-125.0pp | 78.04%-72.7pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,818 | $2,733-33.5% | $1,924-5.5% | $4,869-62.7% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $128 | $6,571-98.1% | $4,815-97.3% | $10,133-98.7% |