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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,137 | $112,729-73.3% | $98,716-69.5% | $137,256-78.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.74% | 38.48%-26.7pp | 31.81%-20.1pp | 220.34%-208.6pp |
| Employer contribution / active EE | $7,268 | $2,725+166.7% | $2,279+219.0% | $4,156+74.9% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $227 | $10,129-97.8% | $8,703-97.4% | $12,270-98.1% |