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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,299 | $90,486-58.8% | $78,676-52.6% | $273,972-86.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 14.67% | 75.62%-60.9pp | 62.19%-47.5pp | 41.46%-26.8pp |
| Employer contribution / active EE | $4,271 | $3,175+34.5% | $2,850+49.8% | $4,869-12.3% |
| Participant deferral / active EE | $16,000 | $3,901+310.1% | $3,517+355.0% | $5,287+202.6% |
| Admin fee / account holder | $8 | $5,263-99.9% | $4,510-99.8% | $10,133-99.9% |