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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,694 | $93,346-74.6% | $71,796-67.0% | $273,968-91.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.42% | 130.39%-122.0pp | 78.04%-69.6pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,597 | $2,733-5.0% | $1,924+34.9% | $4,869-46.7% |
| Participant deferral / active EE | $4,139 | $3,475+19.1% | $2,794+48.1% | $5,287-21.7% |
| Admin fee / account holder | $29 | $6,571-99.6% | $4,815-99.4% | $10,132-99.7% |