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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,632 | $78,690-40.7% | $161,489-71.1% | $87,485-46.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 18.13% | 32.74%-14.6pp | 89.72%-71.6pp | 26.06%-7.9pp |
| Employer contribution / active EE | $4,584 | $2,588+77.1% | $4,268+7.4% | $2,596+76.6% |
| Participant deferral / active EE | $3,501 | $3,311+5.7% | $5,630-37.8% | $4,274-18.1% |
| Admin fee / account holder | $18 | $6,724-99.7% | $16,006-99.9% | $7,775-99.8% |