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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,324 | $83,337-48.0% | $67,834-36.1% | $273,972-84.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.26% | 259.45%-252.2pp | 138.47%-131.2pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,708 | $3,287-48.1% | $2,403-29.0% | $4,869-64.9% |
| Participant deferral / active EE | $5,819 | $4,088+42.3% | $3,160+84.2% | $5,287+10.1% |
| Admin fee / account holder | $66 | $6,752-99.0% | $4,622-98.6% | $10,133-99.3% |