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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,954 | $90,486-43.7% | $78,676-35.2% | $273,972-81.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 14.81% | 75.62%-60.8pp | 62.19%-47.4pp | 41.46%-26.6pp |
| Employer contribution / active EE | $9,827 | $3,175+209.5% | $2,850+244.8% | $4,869+101.8% |
| Participant deferral / active EE | $3,405 | $3,901-12.7% | $3,517-3.2% | $5,287-35.6% |
| Admin fee / account holder | $276 | $5,263-94.8% | $4,510-93.9% | $10,133-97.3% |