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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,031 | $94,439-65.0% | $73,658-55.2% | $154,746-78.7% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 13.80% | 28.25%-14.5pp | 29.72%-15.9pp | 172.34%-158.5pp |
| Employer contribution / active EE | $2,160 | $1,257+71.8% | $1,032+109.3% | $4,379-50.7% |
| Participant deferral / active EE | $7,106 | $2,527+181.2% | $2,062+244.6% | $6,730+5.6% |
| Admin fee / account holder | $264 | $3,843-93.1% | $3,357-92.1% | $14,365-98.2% |