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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,928 | $90,486-71.3% | $78,676-67.0% | $273,972-90.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.55% | 75.62%-67.1pp | 62.19%-53.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $3,818 | $3,175+20.2% | $2,850+34.0% | $4,869-21.6% |
| Participant deferral / active EE | $2,031 | $3,901-48.0% | $3,517-42.3% | $5,287-61.6% |
| Admin fee / account holder | $10 | $5,263-99.8% | $4,510-99.8% | $10,133-99.9% |