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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,938 | $90,486-74.6% | $78,676-70.8% | $273,972-91.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.54% | 75.62%-67.1pp | 62.19%-53.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,316 | $3,175-27.1% | $2,850-18.8% | $4,869-52.4% |
| Participant deferral / active EE | $6,517 | $3,901+67.1% | $3,517+85.3% | $5,287+23.3% |
| Admin fee / account holder | $227 | $5,263-95.7% | $4,510-95.0% | $10,133-97.8% |