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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,039 | $90,486-42.5% | $78,676-33.9% | $273,972-81.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.23% | 75.62%-67.4pp | 62.19%-54.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,531 | $3,175-20.3% | $2,850-11.2% | $4,869-48.0% |
| Participant deferral / active EE | $4,602 | $3,901+18.0% | $3,517+30.9% | $5,287-13.0% |
| Admin fee / account holder | $57 | $5,263-98.9% | $4,510-98.7% | $10,133-99.4% |