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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,728 | $90,486-69.4% | $78,676-64.8% | $273,972-89.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.19% | 75.62%-67.4pp | 62.19%-54.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,711 | $3,175-46.1% | $2,850-40.0% | $4,869-64.9% |
| Participant deferral / active EE | $5,340 | $3,901+36.9% | $3,517+51.9% | $5,287+1.0% |
| Admin fee / account holder | $12 | $5,263-99.8% | $4,510-99.7% | $10,133-99.9% |