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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,588 | $90,486-85.0% | $78,676-82.7% | $273,972-95.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 31.98% | 75.62%-43.6pp | 62.19%-30.2pp | 41.46%-9.5pp |
| Employer contribution / active EE | $4,410 | $3,175+38.9% | $2,850+54.7% | $4,869-9.4% |
| Participant deferral / active EE | $6,615 | $3,901+69.6% | $3,517+88.1% | $5,287+25.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |