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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,924 | $90,486-76.9% | $78,676-73.4% | $273,972-92.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.85% | 75.62%-70.8pp | 62.19%-57.3pp | 41.46%-36.6pp |
| Employer contribution / active EE | $2,593 | $3,175-18.3% | $2,850-9.0% | $4,869-46.7% |
| Participant deferral / active EE | $5,382 | $3,901+38.0% | $3,517+53.0% | $5,287+1.8% |
| Admin fee / account holder | $18 | $5,263-99.7% | $4,510-99.6% | $10,133-99.8% |