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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,290 | $90,486-82.0% | $78,676-79.3% | $273,972-94.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 14.90% | 75.62%-60.7pp | 62.19%-47.3pp | 41.46%-26.6pp |
| Employer contribution / active EE | $2,230 | $3,175-29.8% | $2,850-21.8% | $4,869-54.2% |
| Participant deferral / active EE | $6,642 | $3,901+70.3% | $3,517+88.9% | $5,287+25.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |