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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,671 | $90,509-52.9% | $78,693-45.8% | $273,968-84.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.75% | 75.61%-67.9pp | 62.18%-54.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,717 | $3,175-45.9% | $2,850-39.7% | $4,869-64.7% |
| Participant deferral / active EE | $2,056 | $3,901-47.3% | $3,517-41.5% | $5,287-61.1% |
| Admin fee / account holder | $272 | $5,264-94.8% | $4,511-94.0% | $10,132-97.3% |