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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,932 | $90,486-70.2% | $78,676-65.8% | $273,972-90.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.53% | 75.62%-72.1pp | 62.19%-58.7pp | 41.46%-37.9pp |
| Employer contribution / active EE | $5,368 | $3,175+69.1% | $2,850+88.3% | $4,869+10.3% |
| Participant deferral / active EE | $2,889 | $3,901-25.9% | $3,517-17.9% | $5,287-45.4% |
| Admin fee / account holder | $198 | $5,263-96.2% | $4,510-95.6% | $10,133-98.0% |