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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,367 | $85,790-29.6% | $67,313-10.3% | $135,379-55.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 3.53% | -0.54%+4.1pp | -4.08%+7.6pp | 519.79%-516.3pp |
| Employer contribution / active EE | $8,253 | $3,487+136.7% | $2,566+221.7% | $4,779+72.7% |
| Participant deferral / active EE | $6,564 | $4,651+41.1% | $3,568+83.9% | $5,609+17.0% |
| Admin fee / account holder | $280 | $6,392-95.6% | $4,507-93.8% | $10,828-97.4% |