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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,276 | $93,346-75.1% | $71,796-67.6% | $273,972-91.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 10.50% | 130.39%-119.9pp | 78.04%-67.5pp | 41.46%-31.0pp |
| Employer contribution / active EE | $4,347 | $2,733+59.0% | $1,924+125.9% | $4,869-10.7% |
| Participant deferral / active EE | $3,000 | $3,475-13.7% | $2,794+7.4% | $5,287-43.3% |
| Admin fee / account holder | $224 | $6,571-96.6% | $4,815-95.4% | $10,133-97.8% |