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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,896 | $90,486-44.9% | $78,676-36.6% | $273,972-81.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.49% | 75.62%-70.1pp | 62.19%-56.7pp | 41.46%-36.0pp |
| Employer contribution / active EE | $6,269 | $3,175+97.5% | $2,850+120.0% | $4,869+28.8% |
| Participant deferral / active EE | $4,154 | $3,901+6.5% | $3,517+18.1% | $5,287-21.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |