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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,473 | $90,486-71.8% | $78,676-67.6% | $273,972-90.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.36% | 75.62%-68.3pp | 62.19%-54.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $3,624 | $3,175+14.1% | $2,850+27.2% | $4,869-25.6% |
| Participant deferral / active EE | $3,427 | $3,901-12.2% | $3,517-2.6% | $5,287-35.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |