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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,413 | $90,509-81.9% | $78,693-79.1% | $273,968-94.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.28% | 75.61%-67.3pp | 62.18%-53.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $6,950 | $3,175+118.9% | $2,850+143.9% | $4,869+42.7% |
| Participant deferral / active EE | $3,920 | $3,901+0.5% | $3,517+11.5% | $5,287-25.9% |
| Admin fee / account holder | $128 | $5,264-97.6% | $4,511-97.2% | $10,132-98.7% |