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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,666 | $90,486-77.2% | $78,676-73.7% | $273,972-92.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.10% | 75.62%-68.5pp | 62.19%-55.1pp | 41.46%-34.4pp |
| Employer contribution / active EE | $4,282 | $3,175+34.9% | $2,850+50.3% | $4,869-12.0% |
| Participant deferral / active EE | $7,028 | $3,901+80.1% | $3,517+99.8% | $5,287+32.9% |
| Admin fee / account holder | $30 | $5,263-99.4% | $4,510-99.3% | $10,133-99.7% |