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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,639 | $90,486-69.5% | $78,676-64.9% | $273,972-89.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.15% | 75.62%-67.5pp | 62.19%-54.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $3,625 | $3,175+14.2% | $2,850+27.2% | $4,869-25.5% |
| Participant deferral / active EE | $6,564 | $3,901+68.3% | $3,517+86.6% | $5,287+24.1% |
| Admin fee / account holder | $45 | $5,263-99.1% | $4,510-99.0% | $10,133-99.6% |