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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,799 | $78,428-55.6% | $95,960-63.7% | $79,852-56.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 19.35% | 19.37%0pp | 91.63%-72.3pp | 31.72%-12.4pp |
| Employer contribution / active EE | $7,733 | $1,945+297.5% | $2,541+204.3% | $2,471+212.9% |
| Participant deferral / active EE | $2,321 | $3,440-32.5% | $4,167-44.3% | $3,740-38.0% |
| Admin fee / account holder | $217 | $5,622-96.1% | $6,797-96.8% | $5,306-95.9% |