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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,963 | $93,346-56.1% | $71,796-42.9% | $273,972-85.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.71% | 130.39%-121.7pp | 78.04%-69.3pp | 41.46%-32.7pp |
| Employer contribution / active EE | $3,612 | $2,733+32.2% | $1,924+87.7% | $4,869-25.8% |
| Participant deferral / active EE | $11,567 | $3,475+232.9% | $2,794+313.9% | $5,287+118.8% |
| Admin fee / account holder | $206 | $6,571-96.9% | $4,815-95.7% | $10,133-98.0% |