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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,538 | $93,346-63.0% | $71,796-51.9% | $273,972-87.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.06% | 130.39%-122.3pp | 78.04%-70.0pp | 41.46%-33.4pp |
| Employer contribution / active EE | $6,641 | $2,733+143.0% | $1,924+245.1% | $4,869+36.4% |
| Participant deferral / active EE | $3,622 | $3,475+4.2% | $2,794+29.6% | $5,287-31.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |