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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,141 | $90,486-45.7% | $78,676-37.5% | $273,972-82.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.50% | 75.62%-68.1pp | 62.19%-54.7pp | 41.46%-34.0pp |
| Employer contribution / active EE | $3,807 | $3,175+19.9% | $2,850+33.6% | $4,869-21.8% |
| Participant deferral / active EE | $4,612 | $3,901+18.2% | $3,517+31.1% | $5,287-12.8% |
| Admin fee / account holder | $207 | $5,263-96.1% | $4,510-95.4% | $10,133-98.0% |