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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,539 | $90,486-77.3% | $78,676-73.9% | $273,972-92.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.01% | 75.62%-63.6pp | 62.19%-50.2pp | 41.46%-29.4pp |
| Employer contribution / active EE | $5,471 | $3,175+72.3% | $2,850+91.9% | $4,869+12.4% |
| Participant deferral / active EE | $4,341 | $3,901+11.3% | $3,517+23.4% | $5,287-17.9% |
| Admin fee / account holder | $165 | $5,263-96.9% | $4,510-96.3% | $10,133-98.4% |