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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,125 | $103,949-83.5% | $69,182-75.2% | $273,972-93.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 3.94% | 35.28%-31.3pp | -21.93%+25.9pp | 41.46%-37.5pp |
| Employer contribution / active EE | $6,456 | $1,783+262.1% | $1,206+435.2% | $4,869+32.6% |
| Participant deferral / active EE | $6,857 | $2,716+152.4% | $1,897+261.5% | $5,287+29.7% |
| Admin fee / account holder | $41 | $3,671-98.9% | $2,697-98.5% | $10,133-99.6% |