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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,332 | $90,486-59.8% | $78,676-53.8% | $273,972-86.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.15% | 75.62%-66.5pp | 62.19%-53.0pp | 41.46%-32.3pp |
| Employer contribution / active EE | $3,099 | $3,175-2.4% | $2,850+8.7% | $4,869-36.4% |
| Participant deferral / active EE | $6,664 | $3,901+70.8% | $3,517+89.5% | $5,287+26.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |