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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,792 | $90,486-75.9% | $78,676-72.3% | $273,972-92.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.73% | 75.62%-64.9pp | 62.19%-51.5pp | 41.46%-30.7pp |
| Employer contribution / active EE | $2,538 | $3,175-20.1% | $2,850-11.0% | $4,869-47.9% |
| Participant deferral / active EE | $9,424 | $3,901+141.6% | $3,517+168.0% | $5,287+78.2% |
| Admin fee / account holder | $139 | $5,263-97.4% | $4,510-96.9% | $10,133-98.6% |