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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,756 | $90,486-62.7% | $78,676-57.1% | $273,972-87.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.70% | 75.62%-67.9pp | 62.19%-54.5pp | 41.46%-33.8pp |
| Employer contribution / active EE | $7,451 | $3,175+134.7% | $2,850+161.4% | $4,869+53.0% |
| Participant deferral / active EE | $6,439 | $3,901+65.1% | $3,517+83.1% | $5,287+21.8% |
| Admin fee / account holder | $162 | $5,263-96.9% | $4,510-96.4% | $10,133-98.4% |