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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,981 | $90,486-62.4% | $78,676-56.8% | $273,972-87.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.31% | 75.62%-63.3pp | 62.19%-49.9pp | 41.46%-29.1pp |
| Employer contribution / active EE | $5,155 | $3,175+62.4% | $2,850+80.9% | $4,869+5.9% |
| Participant deferral / active EE | $10,219 | $3,901+161.9% | $3,517+190.6% | $5,287+93.3% |
| Admin fee / account holder | $221 | $5,263-95.8% | $4,510-95.1% | $10,133-97.8% |